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Compare JHPI vs. QOZ
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 Betashares FTSE Rafi Australia 200 ETF (QOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JHPI | QOZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 57 |
Median incremental investment | $0 | $1,199.16 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,365.98 |
Average age group | N/A | > 35 |
Key Summary
JHPI | QOZ | |
|---|---|---|
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. | QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 736.02m in AUM and 200 holdings. The investment objective of the BetaShares FTSE RAFI Australia 200 ETF is to provide an investment return that tracks the performance of the FTSE RAFI Australia 200 Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | JPMorgan Equity Premium Income ETF (99.44 %) | SPI 200 FUTURES SEP25 (0 %) BHP GROUP LTD (12.20 %) COMMONWEALTH BANK OF AUSTRALIA (8.11 %) |
Top 3 industries | Financials (32.54 %) Materials (22.81 %) Other (7.73 %) | |
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) |
Management fee | 0.4 % | 0.4 % |
Key Summary
JHPI | QOZ | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | S&P 500 | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.4 % |
Price | $50.63 | $16.78 |
Size | N/A | $724.860 million |
10Y return | N/A | 35.76 % |
Annual distribution yield (5Y) | 4.31 % | 5.06 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHPI | QOZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 57 |
Median incremental investment | $0 | $1,199.16 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,365.98 |
Average age group | N/A | > 35 |
Pros and Cons
JHPI | QOZ | |
|---|---|---|
Pros |
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Cons |
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JHPI | QOZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |