Compare AU
Compare GHHF vs. JEPI
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are GHHF and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GHHF | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 96 | 12 |
Median incremental investment | $2,026.69 | $1,416.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,758.08 | $3,261.34 |
Average age group | 26 - 35 | > 35 |
Key Summary
GHHF | JEPI | |
|---|---|---|
Strategy | GHHF.AX was created on 2024-04-19 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. GHHF.AX seeks to help investors build long-term wealth by providing a cost-effective way to benefit from moderately geared exposure to the returns of a diversified portfolio of Australian and global equities. | JEPI.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 current0F 1 income while maintaining prospects for capital appreciation. The Fund seeks to provide the majority of the returns associated with the S&P 500 Index while exposing investors to less risk through lower volatility and still offering incremental income. |
Top 3 holdings | BETASHARES GLOBAL SHARES ETF (56.27 %) BETASHARES AUSTRALIA 200 ETF (54.71 %) BETASHARES GLOBAL SHARES ETF C (29.16 %) | Jpmorgan Eq Prem Income Active ETF (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | |
Management fee | 0.35 % | 0.4 % |
Key Summary
GHHF | JEPI | |
|---|---|---|
Issuer | BetaShares | JPMorgan |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.4 % |
Price | $30.13 | $56.68 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.23 % | 2.78 % |
Market | ASX | ASX |
First listed date | 22/04/2024 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GHHF | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 96 | 12 |
Median incremental investment | $2,026.69 | $1,416.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,758.08 | $3,261.34 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GHHF | JEPI | |
|---|---|---|
Pros |
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Cons |
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GHHF | JEPI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |