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Compare JHPI vs. HQUS
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 Jpmorgan Equity Premium Income (Hedged) Active ETF (JHPI) and the Betashares S&P 500 Equal Weight Currency Hedged ETF (HQUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JHPI | HQUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 11 |
Median incremental investment | $513.50 | $4,993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $518.80 | $4,438.68 |
Average age group | < 26 | > 35 |
Key Summary
JHPI | HQUS | |
|---|---|---|
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. | HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR. |
Top 3 holdings | JPMorgan Equity Premium Income ETF (95.41 %) | BetaShares S&P 500 Equal Weight ETF (99.92 %) |
Top 3 industries | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) | |
Top 3 countries | United States (98.35 %) Switzerland (0.85 %) Netherlands (0.80 %) | United States (98.88 %) Switzerland (0.37 %) China (0.21 %) |
Management fee | 0.4 % | 0.29 % |
Key Summary
JHPI | HQUS | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | S&P 500 | S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.29 % |
Price | $51.14 | $46.35 |
Size | $9.466 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.67 % | 1.68 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 11/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHPI | HQUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 11 |
Median incremental investment | $513.50 | $4,993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $518.80 | $4,438.68 |
Average age group | < 26 | > 35 |
Pros and Cons
JHPI | HQUS | |
|---|---|---|
Pros |
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Cons |
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JHPI | HQUS |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |