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Compare JEPI vs. HQUS
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 Jpmorgan Equity Premium Income Active ETF (JEPI) and the Betashares S&P 500 Equal Weight Currency Hedged ETF (HQUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JEPI | HQUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 9 |
Median incremental investment | $1,032.00 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,405.59 | $4,031.55 |
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 Equity Premium Income ETF (99.72 %) | BetaShares S&P 500 Equal Weight ETF (100.00 %) |
Top 3 industries | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) | |
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 | $52.73 | $47.79 |
Size | $173.067 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.96 % | 1.68 % |
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 | 22 | 9 |
Median incremental investment | $1,032.00 | $4,993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,405.59 | $4,031.55 |
Average age group | > 35 | > 35 |
Pros and Cons
JEPI | HQUS | |
|---|---|---|
Pros |
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Cons |
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JEPI | HQUS |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |