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Compare HYGG 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Hyperion Global Growth Companies Fund - Active ETF (HYGG) and the Jpmorgan Equity Premium Income Active ETF (JEPI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HYGG | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 135 | 20 |
Median incremental investment | $994.78 | $1,135.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,646.07 | $2,898.50 |
Average age group | 26 - 35 | > 35 |
Key Summary
HYGG | JEPI | |
|---|---|---|
Strategy | HYGG.AX was created on 2014-06-01 by Hyperion. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to achieve long-term returns above the benchmark, and minimise the risk of permanent capital loss | 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 | Tesla Inc (12.27 %) Microsoft Corp (12.01 %) Amazon.com Inc (7.86 %) | JPMorgan Equity Premium Income ETF (99.65 %) |
Top 3 industries | Information Technology (40.46 %) Consumer Discretionary (27.08 %) Communication Services (16.69 %) | |
Top 3 countries | United States (87.99 %) Netherlands (6.45 %) France (5.56 %) | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) |
Management fee | 0.7 % | 0.4 % |
Key Summary
HYGG | JEPI | |
|---|---|---|
Issuer | Hyperion | JPMorgan |
Tracking index | MSCI World Index | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.7 % | 0.4 % |
Price | $6.92 | $52.78 |
Size | $3.848 billion | $170.841 million |
10Y return | 402.32 % | N/A |
Annual distribution yield (5Y) | - % | 4.90 % |
Market | ASX | ASX |
First listed date | 21/03/2021 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HYGG | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 135 | 20 |
Median incremental investment | $994.78 | $1,135.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,646.07 | $2,898.50 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HYGG | JEPI | |
|---|---|---|
Pros |
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Cons |
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HYGG | JEPI |
|---|---|
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 |