JPOZ vs SYI

  • JPOZ
  • SYI

JPOZ and SYI hold at least 174 companies between them. 39 are in both, and 33% of each fund is the same companies.

In both · 33%JPOZ only · 67%

Side by side

FundJPMorganState Street
Asset classASX sharesASX shares
Fee a year0.25%0.20%
Fund size$1.9m$727.1m
Holdings15956
1Y price return--+2.2%only priced since 2026-09-25
Distribution yieldNot yetNot yet
Look-through coverage99.2%99.5%

How alike they are

Keep going

How is the site working for you?