Compare AU
Compare JHPI vs. IHCB
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 Jpm Eqty Prem Inc H Active ETF (Managed Fund) (JHPI) and the Bloomberg Barclays Global Corporate Bond (AUD Hedged) (IHCB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JHPI | IHCB | |
---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 4 |
Median incremental investment | $0 | $2,790.50 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $4,117.14 |
Average age group | N/A | 26 - 35 |
Key Summary
JHPI | IHCB | |
---|---|---|
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. | IHCB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging). The index is designed to measure the AUD hedged performance of the global investment grade corporate fixedrate debt market. |
Top 3 holdings | JPMorgan Equity Premium Income ETF (99.83 %) | ISH GLBL CRP BND ETF USD DIST (102.42 %) USD CASH (0.09 %) AUD CASH (0.02 %) |
Top 3 industries | Other (82.47 %) Communication Services (0.00 %) | |
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | |
Management fee | 0.4 % | 0.27 % |
Key Summary
JHPI | IHCB | |
---|---|---|
Issuer | JPMorgan | iShares |
Tracking index | S&P 500 - AUD | Bloomberg Barclays Global Aggregate Corporate Hedged to AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.27 % |
Price | $54.14 | $92.52 |
Size | N/A | $312.745 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.87 % | 3.35 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 09/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHPI | IHCB | |
---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 4 |
Median incremental investment | $0 | $2,790.50 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $4,117.14 |
Average age group | N/A | 26 - 35 |
Pros and Cons
JHPI | IHCB | |
---|---|---|
Pros |
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Cons |
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JHPI | IHCB |
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Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |