Compare AU
Compare JHPI vs. ESGI
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 MSCI Global Sustainable (ESGI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JHPI | ESGI | |
|---|---|---|
Popularity | N/A | Medium |
Pearlers invested | 0 | 1,227 |
Median incremental investment | $0 | $743.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,904.85 |
Average age group | N/A | 26 - 35 |
Key Summary
JHPI | ESGI | |
|---|---|---|
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. | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. |
Top 3 holdings | JPMorgan Equity Premium Income ETF (99.83 %) | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) |
Top 3 industries | Information Technology (54.21 %) Health Care (20.75 %) Other (15.14 %) | |
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) |
Management fee | 0.4 % | 0.55 % |
Key Summary
JHPI | ESGI | |
|---|---|---|
Issuer | JPMorgan | VanEck |
Tracking index | S&P 500 - AUD | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.55 % |
Price | $54.10 | $37.19 |
Size | N/A | $202.822 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.87 % | 3.26 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHPI | ESGI | |
|---|---|---|
Popularity | N/A | Medium |
Pearlers invested | 0 | 1,227 |
Median incremental investment | $0 | $743.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,904.85 |
Average age group | N/A | 26 - 35 |
Pros and Cons
JHPI | ESGI | |
|---|---|---|
Pros |
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Cons |
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JHPI | ESGI |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |