Back
Compare AU
Compare ISLM vs. JPHQ
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 Hejaz Equities Fund Active ETF (ISLM) and the Jpmorgan Nasdaq Eqty Prem Inc (Hedged) Complex ETF (JPHQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ISLM | JPHQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 41 | 1 |
Median incremental investment | $643.50 | $1,010.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,454.15 | $2,963.76 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
ISLM | JPHQ | |
|---|---|---|
Strategy | ISLM.AX was created on 2020-10-17 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 rolling 5 to 7 year timeframe through exposure to a diversified equities portfolio of shariah Compliant investments. | JPHQ.AX was created on 2023-05-25 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 | Taiwan Semiconductor Manufacturing Co Ltd ADR (8.69 %) Advanced Micro Devices Inc (5.81 %) Gaztransport et technigaz SA (5.58 %) | JPM Nasdaq Eq Prm Inc Act ETF USD Dist (96.93 %) |
Top 3 industries | Other (36.68 %) Materials (28.32 %) Consumer Staples (10.61 %) | |
Top 3 countries | United States (39.22 %) Australia (21.95 %) China (11.87 %) | United States (96.87 %) Netherlands (1.52 %) Canada (0.81 %) |
Management fee | 1.89 % | 0.4 % |
Key Summary
ISLM | JPHQ | |
|---|---|---|
Issuer | Hejaz | JPMorgan |
Tracking index | MSCI World Islamic | |
Asset class | ETF | ETF |
Management fee | 1.89 % | 0.4 % |
Price | $1.145 | $55.92 |
Size | N/A | $17.294 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 7.86 % | 8.02 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISLM | JPHQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 41 | 1 |
Median incremental investment | $643.50 | $1,010.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,454.15 | $2,963.76 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ISLM | JPHQ | |
|---|---|---|
Pros |
|
|
Cons |
|
|
ISLM | JPHQ |
|---|---|
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 distribution yield | Higher distribution yield |