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Compare INES vs. JHPI
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 Intelligent Investor Eth Share Fund - Active ETF (INES) and the Jpmorgan Eqty Premium Income (Hedged) Complex ETF (JHPI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INES | JHPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 1 |
Median incremental investment | $605.31 | $513.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,437.18 | $463.10 |
Average age group | > 35 | < 26 |
Key Summary
INES | JHPI | |
|---|---|---|
Strategy | INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth. | JHPI.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 current1 income while maintaining prospects for capital appreciation. |
Top 3 holdings | Visa Inc Class A (7.24 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (5.84 %) CAR Group Ltd (5.48 %) | JPMorgan Equity Premium Income ETF (113.29 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | |
Top 3 countries | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) | United States (98.35 %) Switzerland (0.85 %) Netherlands (0.80 %) |
Management fee | 0.97 % | 0.4 % |
Key Summary
INES | JHPI | |
|---|---|---|
Issuer | Intelligent Investor | JPMorgan |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.4 % |
Price | $3.40 | $46.31 |
Size | $62.819 million | $8.395 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.93 % | 5.53 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | JHPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 18 | 1 |
Median incremental investment | $605.31 | $513.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,437.18 | $463.10 |
Average age group | > 35 | < 26 |
Pros and Cons
INES | JHPI | |
|---|---|---|
Pros |
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Cons |
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INES | JHPI |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |