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Compare DJRE 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 State Street SPDR Dow Jones Gbl Real Estate Esg Tilted ETF (DJRE) 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
DJRE | JHPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 125 | 1 |
Median incremental investment | $1,052.21 | $513.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,440.80 | $514.30 |
Average age group | > 35 | < 26 |
Key Summary
DJRE | JHPI | |
|---|---|---|
Strategy | DJRE.AX was created on 2013-11-01 by State Street . The fund's investment portfolio concentrates primarily on real estate equity. The State Street SPDR Dow Jones Global Real Estate ESG Tilted ETF seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select ESG Tilted Real Estate Securities Index. | 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 | Prologis Inc (8.84 %) Welltower Inc (7.00 %) Public Storage (6.45 %) | JPMorgan Equity Premium Income ETF (98.76 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.20 %) | |
Top 3 countries | United States (71.31 %) Japan (9.05 %) United Kingdom of Great Britain and Northern Ireland (3.07 %) | United States (98.35 %) Switzerland (0.85 %) Netherlands (0.80 %) |
Management fee | 0.2 % | 0.4 % |
Key Summary
DJRE | JHPI | |
|---|---|---|
Issuer | State Street | JPMorgan |
Tracking index | Dow Jones Global Select ESG Tilted Real Estate Securities Index - AUD - Benchmark TR Net | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.4 % |
Price | $21.47 | $51.26 |
Size | $512.349 million | $9.769 million |
10Y return | 2.09 % | N/A |
Annual distribution yield (5Y) | 3.62 % | 4.70 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DJRE | JHPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 125 | 1 |
Median incremental investment | $1,052.21 | $513.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,440.80 | $514.30 |
Average age group | > 35 | < 26 |
Pros and Cons
DJRE | JHPI | |
|---|---|---|
Pros |
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Cons |
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DJRE | JHPI |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |