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Compare JHPI vs. MVB
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 Jpmorgan Equity Premium Income (Hedged) Active ETF (JHPI) and the VanEck Australian Banks ETF (MVB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JHPI | MVB | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 130 |
Median incremental investment | $0 | $750.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,735.44 |
Average age group | N/A | > 35 |
Key Summary
JHPI | MVB | |
|---|---|---|
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. | MVB.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on financials equity. MVB.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim to provide investment returns before fees and other costs which track the performance of the Index. |
Top 3 holdings | JPMorgan Equity Premium Income ETF (99.44 %) | Commonwealth Bank of Australia (20.34 %) Westpac Banking Corp (20.07 %) National Australia Bank Ltd (20.01 %) |
Top 3 industries | Financials (99.95 %) Other (0.49 %) | |
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | Australia (100.00 %) |
Management fee | 0.4 % | 0.28 % |
Key Summary
JHPI | MVB | |
|---|---|---|
Issuer | JPMorgan | VanEck |
Tracking index | S&P 500 | MVIS Australia Banks Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.28 % |
Price | $50.89 | $41.01 |
Size | N/A | $250.180 million |
10Y return | N/A | 47.46 % |
Annual distribution yield (5Y) | 4.31 % | 4.19 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHPI | MVB | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 130 |
Median incremental investment | $0 | $750.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,735.44 |
Average age group | N/A | > 35 |
Pros and Cons
JHPI | MVB | |
|---|---|---|
Pros |
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Cons |
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JHPI | MVB |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |