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Compare HVST vs. JPEQ
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 Betashares Australian Dividend Harvester Active ETF (HVST) and the Jpmorgan Us 100Q Equity Premium Income Active ETF (JPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HVST | JPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 77 | 6 |
Median incremental investment | $986.50 | $1,632.49 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,917.00 | $29,592.60 |
Average age group | > 35 | > 35 |
Key Summary
HVST | JPEQ | |
|---|---|---|
Strategy | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 291.88m in AUM and 46 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. | JPEQ.AX was created on 2023-05-23 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 | SPI 200 FUTURES MAR26 (0 %) BETASHARES AUSTRALIA 200 ETF (24.77 %) BHP GROUP LTD (10.18 %) | JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %) |
Top 3 industries | Other (50.68 %) Financials (12.82 %) Health Care (6.32 %) | |
Top 3 countries | Australia (96.35 %) United States (2.15 %) United Kingdom of Great Britain and Northern Ireland (0.84 %) | United States (96.87 %) Netherlands (1.52 %) Canada (0.81 %) |
Management fee | 0.65 % | 0.4 % |
Key Summary
HVST | JPEQ | |
|---|---|---|
Issuer | BetaShares | JPMorgan |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.4 % |
Price | $13.50 | $57.35 |
Size | $292.624 million | $80.729 million |
10Y return | -35.84 % | N/A |
Annual distribution yield (5Y) | 5.34 % | 6.17 % |
Market | ASX | ASX |
First listed date | 03/11/2014 | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVST | JPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 77 | 6 |
Median incremental investment | $986.50 | $1,632.49 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,917.00 | $29,592.60 |
Average age group | > 35 | > 35 |
Pros and Cons
HVST | JPEQ | |
|---|---|---|
Pros |
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Cons |
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HVST | JPEQ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |