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Compare JHPI vs. AASF
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 (Hedged) Active ETF (JHPI) and the Airlie Australian Share Fund - Active ETF (AASF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JHPI | AASF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 10 |
Median incremental investment | $513.50 | $1,018.53 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $500.00 | $1,346.08 |
Average age group | < 26 | 26 - 35 |
Key Summary
JHPI | AASF | |
|---|---|---|
Strategy | JHPI.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 current1 income while maintaining prospects for capital appreciation. | AASF.AX was created on 2018-06-01 by Airlie. The fund's investment portfolio concentrates primarily on total market equity. The Funds primary objective is to provide long-term capital growth and regular income through investment in Australian equities. |
Top 3 holdings | JPMorgan Equity Premium Income ETF (95.41 %) | BHP Group Ltd (11.34 %) Commonwealth Bank of Australia (7.16 %) ResMed Inc Chess Depository Interest (4.70 %) |
Top 3 industries | Materials (24.59 %) Financials (21.58 %) Health Care (20.30 %) | |
Top 3 countries | United States (98.35 %) Switzerland (0.85 %) Netherlands (0.80 %) | Australia (89.57 %) United States (9.78 %) New Zealand (0.65 %) |
Management fee | 0.4 % | 0.78 % |
Key Summary
JHPI | AASF | |
|---|---|---|
Issuer | JPMorgan | Airlie |
Tracking index | S&P 500 | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.78 % |
Price | $50.00 | $3.76 |
Size | $9.542 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.67 % | 3.63 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 03/06/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHPI | AASF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 10 |
Median incremental investment | $513.50 | $1,018.53 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $500.00 | $1,346.08 |
Average age group | < 26 | 26 - 35 |
Pros and Cons
JHPI | AASF | |
|---|---|---|
Pros |
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Cons |
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JHPI | AASF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |