Compare AU
Compare JHPI vs. GOAT
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 Morningstar World ex AUS 'Wide Moat' (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JHPI | GOAT | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 47 |
Median incremental investment | $0 | $685.44 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,610.38 |
Average age group | N/A | > 35 |
Key Summary
JHPI | GOAT | |
|---|---|---|
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. | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | JPMorgan Equity Premium Income ETF (99.83 %) | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) |
Top 3 industries | Financials (39.93 %) Industrials (30.38 %) Other (27.20 %) | |
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.4 % | 0.55 % |
Key Summary
JHPI | GOAT | |
|---|---|---|
Issuer | JPMorgan | VanEck |
Tracking index | S&P 500 - AUD | Morningstar Developed Markets ex-Australia Wide Moat Focus Index |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.55 % |
Price | $54.00 | $27.77 |
Size | N/A | $43.795 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.87 % | 2.60 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHPI | GOAT | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 47 |
Median incremental investment | $0 | $685.44 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,610.38 |
Average age group | N/A | > 35 |
Pros and Cons
JHPI | GOAT | |
|---|---|---|
Pros |
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Cons |
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JHPI | GOAT |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |