Compare AU

Compare JEPI vs. HNDQ

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

Jpmorgan Eq Prem Income Active ETF (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are JEPI and HNDQ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

JEPI

HNDQ

Popularity

Low

Low

Pearlers invested

12

87

Median incremental investment

$1,416.65

$1,506.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,260.18

$3,942.12

Average age group

> 35

> 35


Key Summary

JEPI

HNDQ

Strategy

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.

HNDQ.AX was created on 2020-07-20 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The BetaShares NASDAQ 100 ETF - Currency Hedged aims to track the Nasdaq-100 Currency Hedged AUD Index before fees and expenses.

Top 3 holdings

Jpmorgan Eq Prem Income Active ETF (Managed Fund) (100 %)

APPLE INC (8.82 %)

MICROSOFT CORP (8.54 %)

NVIDIA CORP (7.92 %)

Top 3 industries

Information Technology (51.40 %)

Consumer Discretionary (12.87 %)

Communication Services (12.06 %)

Top 3 countries

United States (97.04 %)

Netherlands (2.05 %)

Singapore (0.47 %)

United States (97.15 %)

Netherlands (0.92 %)

Brazil (0.69 %)

Management fee

0.4 %

0.51 %


Key Summary

JEPI

HNDQ

Issuer

JPMorgan

BetaShares

Tracking index

S&P 500 - AUD

NASDAQ-100 Currency Hedged AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.51 %

Price

$56.81

$43.67

Size

N/A

$469.743 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

2.78 %

1.22 %

Market

ASX

ASX

First listed date

09/11/2022

21/07/2020

Purchase fee

$6.50

$6.50


Community Stats

JEPI

HNDQ

Popularity

Low

Low

Pearlers invested

12

87

Median incremental investment

$1,416.65

$1,506.00

Median investment frequency

Monthly

Monthly

Median total investment

$3,260.18

$3,942.12

Average age group

> 35

> 35


Pros and Cons

JEPI

HNDQ

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

JEPI

HNDQ

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

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