Compare AU

Compare HBRD vs. JPHQ

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

Aussie Hybrids (active managed fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are HBRD and JPHQ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

HBRD

JPHQ

Popularity

Low

Low

Pearlers invested

42

1

Median incremental investment

$925.52

$1,000.00

Median investment frequency

Monthly

Quarterly

Median total investment

$2,298.98

$5,383.84

Average age group

> 35

26 - 35


Key Summary

HBRD

JPHQ

Strategy

HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities.

JPHQ.AX was created on 2023-05-25 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to seek current income while maintaining prospects for capital appreciation.

Top 3 holdings

Aussie Hybrids (active managed fund) (100 %)

JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %)

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

United States (97.22 %)

Netherlands (1.57 %)

Brazil (0.79 %)

Management fee

0.55 %

0.4 %


Key Summary

HBRD

JPHQ

Issuer

BetaShares

JPMorgan

Tracking index

Asset class

ETF

ETF

Management fee

0.55 %

0.4 %

Price

$10.14

$60.50

Size

$2.337 billion

N/A

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

4.80 %

2.40 %

Market

ASX

ASX

First listed date

17/11/2017

24/05/2023

Purchase fee

$6.50

$6.50


Community Stats

HBRD

JPHQ

Popularity

Low

Low

Pearlers invested

42

1

Median incremental investment

$925.52

$1,000.00

Median investment frequency

Monthly

Quarterly

Median total investment

$2,298.98

$5,383.84

Average age group

> 35

26 - 35


Pros and Cons

HBRD

JPHQ

Pros

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

HBRD

JPHQ

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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