Compare AU

Compare JHPI vs. MVA

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, 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 Aussie Large-Cap Property (MVA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

JHPI

MVA

Popularity

N/A

Low

Pearlers invested

0

82

Median incremental investment

$0

$600.00

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,293.48

Average age group

N/A

> 35


Key Summary

JHPI

MVA

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.

MVA.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. The VanEck Australian Property ETF invests in a diversified portfolio of ASX-listed securities with the aim of providing investment returns that closely track the returns of the MVIS Australia A-REITs Index.

Top 3 holdings

JPMorgan Equity Premium Income ETF (99.83 %)

Goodman Group (11.38 %)

Scentre Group (10.37 %)

Stockland Corp Ltd (10.17 %)

Top 3 industries

Real Estate (100.00 %)

Top 3 countries

United States (97.04 %)

Netherlands (2.05 %)

Singapore (0.47 %)

Australia (100.00 %)

Management fee

0.4 %

0.35 %


Key Summary

JHPI

MVA

Issuer

JPMorgan

VanEck

Tracking index

S&P 500 - AUD

MVIS Australia A-REITs Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.35 %

Price

$54.14

$23.05

Size

N/A

$613.352 million

10Y return

N/A

33.78 %

Annual distribution yield (5Y)

1.87 %

4.91 %

Market

ASX

ASX

First listed date

24/05/2023

16/10/2013

Purchase fee

$6.50

$6.50


Community Stats

JHPI

MVA

Popularity

N/A

Low

Pearlers invested

0

82

Median incremental investment

$0

$600.00

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,293.48

Average age group

N/A

> 35


Pros and Cons

JHPI

MVA

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

JHPI

MVA

Lower exposure to AU market

Higher exposure to AU market

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

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