Compare AU
Compare JHPI vs. GIVE
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are JHPI and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JHPI | GIVE | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 2 |
Median incremental investment | $0 | $523.25 |
Median investment frequency | N/A | Quarterly |
Median total investment | $0 | $797.50 |
Average age group | N/A | 26 - 35 |
Key Summary
JHPI | GIVE | |
|---|---|---|
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. | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. |
Top 3 holdings | JPMorgan Equity Premium Income ETF (99.83 %) | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | |
Management fee | 0.4 % | 0.65 % |
Key Summary
JHPI | GIVE | |
|---|---|---|
Issuer | JPMorgan | Perpetual |
Tracking index | S&P 500 - AUD | S&P/ASX 300 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.65 % |
Price | $54.00 | $3.19 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 1.87 % | 5.50 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHPI | GIVE | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 2 |
Median incremental investment | $0 | $523.25 |
Median investment frequency | N/A | Quarterly |
Median total investment | $0 | $797.50 |
Average age group | N/A | 26 - 35 |
Pros and Cons
JHPI | GIVE | |
|---|---|---|
Pros |
|
|
Cons |
|
|
JHPI | GIVE |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |