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Compare BBUS vs. JHPI
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 Us Eqy Strong Bear Ccy H Complex ETF (BBUS) and the Jpmorgan Equity Premium Income (Hedged) Active ETF (JHPI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBUS | JHPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 1 |
Median incremental investment | $8,068.92 | $513.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,262.18 | $508.10 |
Average age group | > 35 | < 26 |
Key Summary
BBUS | JHPI | |
|---|---|---|
Strategy | BBUS.AX was created on 2015-08-24 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining U.S. share market. It seeks to generate magnified returns that are negatively correlated to the returns of the U.S. share market (as measured by the S&P 500 index), hedged to Australian dollars. | 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 | AUD - AUSTRALIA DOLLAR (90.51 %) USD - UNITED STATES DOLLAR (9.49 %) S&P500 EMINI FUT SEP25 (0.00 %) | JPMorgan Equity Premium Income ETF (97.99 %) |
Top 3 industries | Other (73.66 %) Communication Services (26.34 %) | |
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | |
Management fee | 1.38 % | 0.4 % |
Key Summary
BBUS | JHPI | |
|---|---|---|
Issuer | BetaShares | JPMorgan |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.4 % |
Price | $2.83 | $51.12 |
Size | $139.642 million | $7.309 million |
10Y return | -97.69 % | N/A |
Annual distribution yield (5Y) | 3.14 % | 4.53 % |
Market | ASX | ASX |
First listed date | 26/08/2015 | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBUS | JHPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 1 |
Median incremental investment | $8,068.92 | $513.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,262.18 | $508.10 |
Average age group | > 35 | < 26 |
Pros and Cons
BBUS | JHPI | |
|---|---|---|
Pros |
| |
Cons |
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BBUS | JHPI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |