Compare AU

Compare JEPI vs. HQUS

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 are a popular choice. Two options in the ASX are JEPI and HQUS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

JEPI

HQUS

Popularity

Low

Low

Pearlers invested

12

2

Median incremental investment

$1,416.65

$856.94

Median investment frequency

Monthly

Monthly

Median total investment

$3,261.34

$856.14

Average age group

> 35

> 35


Key Summary

JEPI

HQUS

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.

HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR.

Top 3 holdings

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

BetaShares S&P 500 Equal Weight Currency Hedged ETF (100 %)

Top 3 industries

Top 3 countries

United States (97.04 %)

Netherlands (2.05 %)

Singapore (0.47 %)

Management fee

0.4 %

0.29 %


Key Summary

JEPI

HQUS

Issuer

JPMorgan

BetaShares

Tracking index

S&P 500 - AUD

S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.4 %

0.29 %

Price

$56.23

$45.06

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

2.78 %

- %

Market

ASX

ASX

First listed date

09/11/2022

11/07/2024

Purchase fee

$6.50

$6.50


Community Stats

JEPI

HQUS

Popularity

Low

Low

Pearlers invested

12

2

Median incremental investment

$1,416.65

$856.94

Median investment frequency

Monthly

Monthly

Median total investment

$3,261.34

$856.14

Average age group

> 35

> 35


Pros and Cons

JEPI

HQUS

Pros

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower distribution yield

JEPI

HQUS

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

Home