Compare AU

Compare JHPI vs. KSM

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

Community Stats

JHPI

KSM

Popularity

N/A

Low

Pearlers invested

0

1

Median incremental investment

$0

$1,004.26

Median investment frequency

N/A

Monthly

Median total investment

$0

$885.92

Average age group

N/A

26 - 35


Key Summary

JHPI

KSM

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.

KSM.AX was created on 2013-12-01 by K2. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to deliver capital growth over the Long-Term by seeking out opportunities in undervalued companies in all market cycles

Top 3 holdings

JPMorgan Equity Premium Income ETF (100.52 %)

K2 Australian Small Cap Fund (Hedge Fund) (100 %)

Top 3 industries

Top 3 countries

United States (97.04 %)

Netherlands (2.05 %)

Singapore (0.47 %)

Management fee

0.4 %

1.31 %


Key Summary

JHPI

KSM

Issuer

JPMorgan

K2

Tracking index

S&P 500 - AUD

Asset class

ETF

ETF

Management fee

0.4 %

1.31 %

Price

$52.90

$2.26

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

1.87 %

0.21 %

Market

ASX

ASX

First listed date

24/05/2023

15/12/2015

Purchase fee

$6.50

$6.50


Community Stats

JHPI

KSM

Popularity

N/A

Low

Pearlers invested

0

1

Median incremental investment

$0

$1,004.26

Median investment frequency

N/A

Monthly

Median total investment

$0

$885.92

Average age group

N/A

26 - 35


Pros and Cons

JHPI

KSM

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

JHPI

KSM

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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