Compare AU
Compare JHPI vs. FUTR
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 Janus Henderson Global Sustainable Eq Active ETF (FUTR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JHPI | FUTR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 2 |
Median incremental investment | $0 | $503.39 |
Median investment frequency | N/A | Quarterly |
Median total investment | $0 | $2,465.32 |
Average age group | N/A | > 35 |
Key Summary
JHPI | FUTR | |
|---|---|---|
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. | FUTR.AX was created on 2021-09-01 by Janus Henderson. The fund's investment portfolio concentrates primarily on total market equity. The Fund seeks to provide capital growth over the long term and to achieve a total return after fees that exceeds the total return of the Benchmark (MSCI World Index (net dividends reinvested) in AUD), over rolling five year periods |
Top 3 holdings | JPMorgan Equity Premium Income ETF (100.52 %) | Microsoft Corp (5.66 %) NVIDIA Corp (4.22 %) Schneider Electric SE (3.33 %) |
Top 3 industries | Industrials (35.37 %) Information Technology (30.29 %) Financials (17.04 %) | |
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | United States (63.63 %) France (7.69 %) Canada (6.06 %) |
Management fee | 0.4 % | 0.8 % |
Key Summary
JHPI | FUTR | |
|---|---|---|
Issuer | JPMorgan | Janus Henderson |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.8 % |
Price | $52.90 | $35.99 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.87 % | 0.42 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 21/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHPI | FUTR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 2 |
Median incremental investment | $0 | $503.39 |
Median investment frequency | N/A | Quarterly |
Median total investment | $0 | $2,465.32 |
Average age group | N/A | > 35 |
Pros and Cons
JHPI | FUTR | |
|---|---|---|
Pros |
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Cons |
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JHPI | FUTR |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |