Compare AU
Compare JEPI vs. QHAL
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares are a popular choice. Two options in the ASX are JEPI and QHAL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JEPI | QHAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 62 |
Median incremental investment | $1,243.33 | $865.83 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,287.44 | $5,067.60 |
Average age group | > 35 | > 35 |
Key Summary
JEPI | QHAL | |
|---|---|---|
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. | QHAL.AX was created on 2019-03-21 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. QHAL.AX seeks to provide investors with access to a diversified portfolio of quality international companies from developed markets (ex-Australia) hedged into Australian dollars with the aim of providing investment returns, before fees and other costs, which track the performance of the Index. |
Top 3 holdings | Jpmorgan Eq Prem Income Active ETF (Managed Fund) (100 %) | MSCI Global 'Quality' (ex-AUS hedged) (100 %) |
Top 3 industries | ||
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | United States (77.72 %) Switzerland (4.96 %) United Kingdom of Great Britain and Northern Ireland (4.17 %) |
Management fee | 0.4 % | 0.43 % |
Key Summary
JEPI | QHAL | |
|---|---|---|
Issuer | JPMorgan | VanEck |
Tracking index | S&P 500 - AUD | MSCI World ex Australia Quality 100% Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.43 % |
Price | $56.68 | $49.20 |
Size | N/A | $1.531 billion |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 2.78 % | 1.82 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 25/03/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JEPI | QHAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 62 |
Median incremental investment | $1,243.33 | $865.83 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,287.44 | $5,067.60 |
Average age group | > 35 | > 35 |
Pros and Cons
JEPI | QHAL | |
|---|---|---|
Pros |
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Cons |
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JEPI | QHAL |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |