Compare AU

Compare JHPI vs. HBRD

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 HBRD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

JHPI

HBRD

Popularity

N/A

Low

Pearlers invested

0

42

Median incremental investment

$0

$925.52

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,296.71

Average age group

N/A

> 35


Key Summary

JHPI

HBRD

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.

HBRD.AX was created on 2017-11-13 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. HBRD.AX aims to provide investors with attractive income returns from an actively managed, diversified portfolio of primarily hybrid securities.

Top 3 holdings

JPMorgan Equity Premium Income ETF (99.83 %)

Aussie Hybrids (active managed fund) (100 %)

Top 3 industries

Other (99.73 %)

Financials (0.27 %)

Top 3 countries

United States (97.04 %)

Netherlands (2.05 %)

Singapore (0.47 %)

Management fee

0.4 %

0.55 %


Key Summary

JHPI

HBRD

Issuer

JPMorgan

BetaShares

Tracking index

S&P 500 - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.55 %

Price

$54.14

$10.14

Size

N/A

$2.337 billion

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

1.87 %

4.80 %

Market

ASX

ASX

First listed date

24/05/2023

17/11/2017

Purchase fee

$6.50

$6.50


Community Stats

JHPI

HBRD

Popularity

N/A

Low

Pearlers invested

0

42

Median incremental investment

$0

$925.52

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,296.71

Average age group

N/A

> 35


Pros and Cons

JHPI

HBRD

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

JHPI

HBRD

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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