Compare AU

Compare JHPI vs. FUTR

Compare shares and ETFs on the ASX that you can trade on Pearler.

Jpm Eqty Prem Inc H Active ETF (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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

$2,556.42

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 (99.83 %)

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

$54.40

$37.32

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

$2,556.42

Average age group

N/A

> 35


Pros and Cons

JHPI

FUTR

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to AU market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

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

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