Compare AU

Compare JHPI vs. HQUS

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

Community Stats

JHPI

HQUS

Popularity

N/A

Low

Pearlers invested

0

2

Median incremental investment

$0

$856.94

Median investment frequency

N/A

Monthly

Median total investment

$0

$869.06

Average age group

N/A

> 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 (99.83 %)

BetaShares S&P 500 Equal Weight Currency Hedged ETF (100 %)

Top 3 industries

Top 3 countries

Management fee

0.4 %

0.29 %


Key Summary

JHPI

HQUS

Issuer

JPMorgan

BetaShares

Tracking index

S&P 500 - AUD

S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.4 %

0.29 %

Price

$53.94

$45.47

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

1.75 %

- %

Market

ASX

ASX

First listed date

24/05/2023

11/07/2024

Purchase fee

$6.50

$6.50


Community Stats

JHPI

HQUS

Popularity

N/A

Low

Pearlers invested

0

2

Median incremental investment

$0

$856.94

Median investment frequency

N/A

Monthly

Median total investment

$0

$869.06

Average age group

N/A

> 35


Pros and Cons

JHPI

HQUS

Pros

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower distribution yield

JHPI

HQUS

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

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