Compare AU
Compare JHPI vs. IJR
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 S&P US 600 Small-Caps (IJR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JHPI | IJR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 80 |
Median incremental investment | $0 | $2,018.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $6,606.54 |
Average age group | N/A | > 35 |
Key Summary
JHPI | IJR | |
|---|---|---|
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. | IJR.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of small capitalisation US equities. |
Top 3 holdings | JPMorgan Equity Premium Income ETF (99.83 %) | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) |
Top 3 industries | Other (99.85 %) Communication Services (0.15 %) | |
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | United States (98.93 %) |
Management fee | 0.4 % | 0.07 % |
Key Summary
JHPI | IJR | |
|---|---|---|
Issuer | JPMorgan | iShares |
Tracking index | S&P 500 - AUD | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.07 % |
Price | $54.00 | $194.31 |
Size | N/A | $736.752 million |
10Y return | N/A | 192.09 % |
Annual distribution yield (5Y) | 1.87 % | 1.24 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHPI | IJR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 80 |
Median incremental investment | $0 | $2,018.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $6,606.54 |
Average age group | N/A | > 35 |
Pros and Cons
JHPI | IJR | |
|---|---|---|
Pros |
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Cons |
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JHPI | IJR |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |