Compare AU
Compare JHPI vs. BANK
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 and ETFs are a popular choice. Two options in the ASX are JHPI and BANK. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JHPI | BANK | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 14 |
Median incremental investment | $0 | $995.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $999.00 |
Average age group | N/A | > 35 |
Key Summary
JHPI | BANK | |
|---|---|---|
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. | BANK.AX was created on 2024-07-22 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide investors a return (before fees and expenses) that tracks the performance of the Solactive Australian Bank Credit Index, a published index, by holding a portfolio of Bonds and Hybrid Securities that may comprise all or a representation of the securities comprising the Index. |
Top 3 holdings | JPMorgan Equity Premium Income ETF (99.38 %) | Global X Australian Bank Credit ETF (100 %) |
Top 3 industries | ||
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | |
Management fee | 0.4 % | 0.25 % |
Key Summary
JHPI | BANK | |
|---|---|---|
Issuer | JPMorgan | Global X |
Tracking index | S&P 500 - AUD | Solactive Australian Bank Credit Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.25 % |
Price | $51.06 | $9.98 |
Size | N/A | $49.172 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.17 % | 0.74 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 23/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHPI | BANK | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 14 |
Median incremental investment | $0 | $995.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $999.00 |
Average age group | N/A | > 35 |
Pros and Cons
JHPI | BANK | |
|---|---|---|
Pros |
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Cons |
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JHPI | BANK |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |