Compare AU

Compare JHPI vs. GROW

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, shares and ETFs are a popular choice. Two options in the ASX are JHPI and GROW. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

JHPI

GROW

Popularity

N/A

N/A

Pearlers invested

0

0

Median incremental investment

$0

$0

Median investment frequency

N/A

N/A

Median total investment

$0

$0

Average age group

N/A

N/A


Key Summary

JHPI

GROW

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.

GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim

Top 3 holdings

JPMorgan Equity Premium Income ETF (99.83 %)

Schroder Real Return (Managed Fund) (100 %)

Top 3 industries

Top 3 countries

United States (97.04 %)

Netherlands (2.05 %)

Singapore (0.47 %)

United States (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

Management fee

0.4 %

0.84 %


Key Summary

JHPI

GROW

Issuer

JPMorgan

Schroder

Tracking index

S&P 500 - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.84 %

Price

$54.14

$3.86

Size

N/A

$56.823 million

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

1.87 %

3.83 %

Market

ASX

ASX

First listed date

24/05/2023

16/08/2016

Purchase fee

$6.50

$6.50


Community Stats

JHPI

GROW

Popularity

N/A

N/A

Pearlers invested

0

0

Median incremental investment

$0

$0

Median investment frequency

N/A

N/A

Median total investment

$0

$0

Average age group

N/A

N/A


Pros and Cons

JHPI

GROW

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

JHPI

GROW

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

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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