Compare AU
Compare JHPI vs. GMVW
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 GMVW. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JHPI | GMVW | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 4 |
Median incremental investment | $0 | $1,382.52 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $9,150.57 |
Average age group | N/A | 26 - 35 |
Key Summary
JHPI | GMVW | |
|---|---|---|
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. | GMVW.AX was created on 2024-02-27 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The Fund has a target gearing ratio of 45% to 60%. The gearing ratio may change due to factors such as market movements, applications, redemptions, borrowing costs, expected dividends or changes to the amount borrowed and any restrictions in borrowing agreements. |
Top 3 holdings | JPMorgan Equity Premium Income ETF (100.52 %) | VanEck Geared Aust. Equal Weight Fund (Hedge Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | |
Management fee | 0.4 % | 0.35 % |
Key Summary
JHPI | GMVW | |
|---|---|---|
Issuer | JPMorgan | VanEck |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.35 % |
Price | $52.90 | $38.61 |
Size | N/A | $13.688 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 1.87 % | 1.07 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 28/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHPI | GMVW | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 4 |
Median incremental investment | $0 | $1,382.52 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $9,150.57 |
Average age group | N/A | 26 - 35 |
Pros and Cons
JHPI | GMVW | |
|---|---|---|
Pros |
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Cons |
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JHPI | GMVW |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |