Compare AU
Compare JHPI vs. BEAR
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 Jpm Eqty Prem Inc H Active ETF (Managed Fund) (JHPI) and the S&P Aussie Bear 200 (geared) (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JHPI | BEAR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 3 |
Median incremental investment | $0 | $1,175.25 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,270.32 |
Average age group | N/A | 26 - 35 |
Key Summary
JHPI | BEAR | |
|---|---|---|
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. | BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises). |
Top 3 holdings | JPMorgan Equity Premium Income ETF (99.83 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | |
Management fee | 0.4 % | 1.38 % |
Key Summary
JHPI | BEAR | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 1.38 % |
Price | $54.00 | $7.67 |
Size | N/A | $50.186 million |
10Y return | N/A | -58.90 % |
Annual distribution yield (5Y) | 1.87 % | 0.28 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHPI | BEAR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 3 |
Median incremental investment | $0 | $1,175.25 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,270.32 |
Average age group | N/A | 26 - 35 |
Pros and Cons
JHPI | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
JHPI | BEAR |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |