Compare AU

Compare IHVV vs. JPEQ

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

S&P US 500 (AUD Hedged)

ASX

Buy

Buy

Overview
Performance

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 S&P US 500 (AUD Hedged) (IHVV) and the Jpm Us100Q Eq Prem Inc Active ETF (Managed Fund) (JPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IHVV

JPEQ

Popularity

Low

Low

Pearlers invested

164

2

Median incremental investment

$1,498.73

$750.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,447.20

$4,961.03

Average age group

> 35

> 35


Key Summary

IHVV

JPEQ

Strategy

IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities.

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

Microsoft Corporation (6.95 %)

Apple, Inc. (5.75 %)

NVIDIA Corporation (5.10 %)

JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %)

Top 3 industries

Other (99.94 %)

Communication Services (0.06 %)

Top 3 countries

United States (94.52 %)

United States (97.22 %)

Netherlands (1.57 %)

Brazil (0.79 %)

Management fee

0.1 %

0.4 %


Key Summary

IHVV

JPEQ

Issuer

iShares

JPMorgan

Tracking index

S&P 500 Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.1 %

0.4 %

Price

$55.60

$64.85

Size

$2.040 billion

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

51.08 %

2.54 %

Market

ASX

ASX

First listed date

18/12/2014

24/05/2023

Purchase fee

$6.50

$6.50


Community Stats

IHVV

JPEQ

Popularity

Low

Low

Pearlers invested

164

2

Median incremental investment

$1,498.73

$750.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,447.20

$4,961.03

Average age group

> 35

> 35


Pros and Cons

IHVV

JPEQ

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IHVV

JPEQ

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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