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Compare JHPI vs. PLUS
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 Corporate Bond Plus ETF (PLUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JHPI | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $513.50 | $9,993.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $493.30 | $13,141.92 |
Average age group | < 26 | > 35 |
Key Summary
JHPI | PLUS | |
|---|---|---|
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. | PLUS.AX was created on 2017-05-09 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. PLUS.AX invests in a diversified portfolio of Australian dollar denominated bonds consisting predominantly of the highest yielding investment grade corporate bonds issued in Australia with the aim of providing investment returns (before fees and other costs) that track the performance of the Markit iBoxx AUD Corporates Yield Plus Index. |
Top 3 holdings | JPMorgan Equity Premium Income ETF (94.58 %) | Scentre Group Trust 1 (1.92 %) AusNet Services Holdings Pty Ltd. (1.81 %) Credit Agricole S.A. (1.80 %) |
Top 3 industries | ||
Top 3 countries | United States (98.35 %) Switzerland (0.85 %) Netherlands (0.80 %) | |
Management fee | 0.4 % | 0.32 % |
Key Summary
JHPI | PLUS | |
|---|---|---|
Issuer | JPMorgan | VanEck |
Tracking index | S&P 500 | Markit iBoxx AUD Corporates Yield Plus Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.32 % |
Price | $48.97 | $16.74 |
Size | $8.534 million | $358.888 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.75 % | 3.04 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 11/05/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHPI | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $513.50 | $9,993.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $493.30 | $13,141.92 |
Average age group | < 26 | > 35 |
Pros and Cons
JHPI | PLUS | |
|---|---|---|
Pros |
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Cons |
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JHPI | PLUS |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |