Compare AU

Compare ATEC vs. JHPI

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares S&P/ASX Australian Technology ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the BetaShares S&P/ASX Australian Technology ETF (ATEC) and the Jpm Eqty Prem Inc H Active ETF (Managed Fund) (JHPI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

ATEC

JHPI

Popularity

Low

N/A

Pearlers invested

139

0

Median incremental investment

$890.63

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,963.50

$0

Average age group

> 35

N/A


Key Summary

ATEC

JHPI

Strategy

ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the Index), before taking into account fees and expenses.

JHPI.AX was created on 2022-11-08 by JPMorgan. The fund's investment portfolio concentrates primarily on extended market equity. The investment objective of the Fund is to seek current1 income while maintaining prospects for capital appreciation.

Top 3 holdings

COMPUTERSHARE LTD (10.63 %)

WISETECH GLOBAL LTD (10.24 %)

XERO LTD (10.06 %)

JPMorgan Equity Premium Income ETF (100.52 %)

Top 3 industries

Information Technology (55.89 %)

Communication Services (24.56 %)

Industrials (9.55 %)

Top 3 countries

Australia (82.51 %)

New Zealand (10.88 %)

United States (6.62 %)

United States (97.04 %)

Netherlands (2.05 %)

Singapore (0.47 %)

Management fee

0.48 %

0.4 %


Key Summary

ATEC

JHPI

Issuer

BetaShares

JPMorgan

Tracking index

S&P/ASX All Technology Index - AUD

S&P 500 - AUD

Asset class

ETF

ETF

Management fee

0.48 %

0.4 %

Price

$29.75

$52.90

Size

$316.201 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

1.44 %

1.87 %

Market

ASX

ASX

First listed date

05/03/2020

24/05/2023

Purchase fee

$6.50

$6.50


Community Stats

ATEC

JHPI

Popularity

Low

N/A

Pearlers invested

139

0

Median incremental investment

$890.63

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,963.50

$0

Average age group

> 35

N/A


Pros and Cons

ATEC

JHPI

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to AU market

ATEC

JHPI

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower distribution yield

Higher distribution yield

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