Compare AU
Compare HJHI 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 are a popular choice. Two options in the ASX are HJHI and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HJHI | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 16 |
Median incremental investment | $493.50 | $1,070.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,590.51 | $4,613.80 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJHI | JEPI | |
|---|---|---|
Strategy | HJHI.AX was created on 2024-05-02 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements in the Benchmark over a rolling 5 to 7-year timeframe through exposure to a diversified portfolio of Shariah Compliant listed companies with a proven history of significant dividends and a market capitalisation exceeding $2 billion. | 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 | Hejaz High Income Active ETF (100 %) | 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 | 1.1 % | 0.4 % |
Key Summary
HJHI | JEPI | |
|---|---|---|
Issuer | Hejaz | JPMorgan |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.4 % |
Price | $1.015 | $54.28 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 0.27 % | 3.09 % |
Market | ASX | ASX |
First listed date | 29/04/2024 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJHI | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 16 |
Median incremental investment | $493.50 | $1,070.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,590.51 | $4,613.80 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJHI | JEPI | |
|---|---|---|
Pros |
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Cons |
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HJHI | JEPI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |