Compare AU
Compare JHPI vs. EX20
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 BetaShares Australian Ex-20 Portfolio Diversifier ETF (EX20). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JHPI | EX20 | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 22 |
Median incremental investment | $0 | $1,993.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,584.46 |
Average age group | N/A | > 35 |
Key Summary
JHPI | EX20 | |
|---|---|---|
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. | EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation. |
Top 3 holdings | JPMorgan Equity Premium Income ETF (100.52 %) | SUNCORP GROUP LTD (2.54 %) COCHLEAR LTD (2.45 %) BRAMBLES LTD (2.39 %) |
Top 3 industries | Materials (16.44 %) Financials (13.89 %) Industrials (13.22 %) | |
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | Australia (89.38 %) United States (5.50 %) New Zealand (3.83 %) |
Management fee | 0.4 % | 0.25 % |
Key Summary
JHPI | EX20 | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | S&P 500 - AUD | Nasdaq Australia Completion Cap Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.25 % |
Price | $52.90 | $21.79 |
Size | N/A | $370.934 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.87 % | 3.56 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 07/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHPI | EX20 | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 22 |
Median incremental investment | $0 | $1,993.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,584.46 |
Average age group | N/A | > 35 |
Pros and Cons
JHPI | EX20 | |
|---|---|---|
Pros |
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Cons |
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JHPI | EX20 |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |