Compare AU

Compare JHPI vs. HEUR

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, 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 BetaShares Europe ETF-Currency Hedged (HEUR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

JHPI

HEUR

Popularity

N/A

Low

Pearlers invested

0

13

Median incremental investment

$0

$1,226.66

Median investment frequency

N/A

Monthly

Median total investment

$0

$4,257.29

Average age group

N/A

26 - 35


Key Summary

JHPI

HEUR

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.

HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars.

Top 3 holdings

JPMorgan Equity Premium Income ETF (99.83 %)

ASML HOLDING NV (9.15 %)

SAP SE (4.47 %)

LVMH MOET HENNESSY LOUIS VUITT (4.21 %)

Top 3 industries

Other (99.49 %)

Consumer Discretionary (6.36 %)

Financials (4.65 %)

Top 3 countries

United States (97.04 %)

Netherlands (2.05 %)

Singapore (0.47 %)

France (31.14 %)

Germany (29.68 %)

Netherlands (15.99 %)

Management fee

0.4 %

0.56 %


Key Summary

JHPI

HEUR

Issuer

JPMorgan

BetaShares

Tracking index

S&P 500 - AUD

S&P Eurozone Exporters AUD Hedged Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.56 %

Price

$54.14

$14.51

Size

N/A

$53.415 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

1.87 %

5.82 %

Market

ASX

ASX

First listed date

24/05/2023

12/05/2016

Purchase fee

$6.50

$6.50


Community Stats

JHPI

HEUR

Popularity

N/A

Low

Pearlers invested

0

13

Median incremental investment

$0

$1,226.66

Median investment frequency

N/A

Monthly

Median total investment

$0

$4,257.29

Average age group

N/A

26 - 35


Pros and Cons

JHPI

HEUR

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

JHPI

HEUR

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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