Back
Compare AU
Compare DGCE 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 Dimensional Global Core Equity Trust Unhedged - Active ETF (DGCE) 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
DGCE | JHPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 1 |
Median incremental investment | $2,589.81 | $513.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,976.40 | $501.80 |
Average age group | 26 - 35 | < 26 |
Key Summary
DGCE | JHPI | |
|---|---|---|
Strategy | DGCE.AX was created on 2006-12-05 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of securities associated with approved developed markets (excluding Australia), with increased emphasis on higher expected return securities relative to a Market Capitalisation Weighted portfolio. | 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 | NVIDIA Corp (4.53 %) Apple Inc (3.69 %) Microsoft Corp (3.13 %) | JPMorgan Equity Premium Income ETF (97.99 %) |
Top 3 industries | Information Technology (62.57 %) Communication Services (13.21 %) Consumer Discretionary (11.87 %) | |
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | |
Management fee | 0.36 % | 0.4 % |
Key Summary
DGCE | JHPI | |
|---|---|---|
Issuer | Dimensional | JPMorgan |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.36 % | 0.4 % |
Price | $30.16 | $50.18 |
Size | N/A | $7.309 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.28 % | 4.53 % |
Market | ASX | ASX |
First listed date | 12/11/2023 | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGCE | JHPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 1 |
Median incremental investment | $2,589.81 | $513.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,976.40 | $501.80 |
Average age group | 26 - 35 | < 26 |
Pros and Cons
DGCE | JHPI | |
|---|---|---|
Pros |
|
|
Cons |
|
|
DGCE | JHPI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |