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Compare JHPI vs. KSM
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $513.50 | $1,004.26 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $500.00 | $960.40 |
Average age group | < 26 | 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 (95.41 %) | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) |
Top 3 industries | ||
Top 3 countries | United States (98.35 %) Switzerland (0.85 %) Netherlands (0.80 %) | |
Management fee | 0.4 % | 1.31 % |
Key Summary
JHPI | KSM | |
|---|---|---|
Issuer | JPMorgan | K2 |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 1.31 % |
Price | $50.00 | $2.45 |
Size | $9.542 million | $10.213 million |
10Y return | N/A | 5.15 % |
Annual distribution/ dividend yield (5Y) | 4.67 % | 0.42 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 15/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHPI | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $513.50 | $1,004.26 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $500.00 | $960.40 |
Average age group | < 26 | 26 - 35 |
Pros and Cons
JHPI | KSM | |
|---|---|---|
Pros |
| |
Cons |
|
JHPI | KSM |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |