Compare AU
Compare JHPI vs. QYLD
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 Global X Nasdaq 100 Covered Call Complex ETF (QYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JHPI | QYLD | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 25 |
Median incremental investment | $0 | $1,008.69 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,636.50 |
Average age group | N/A | > 35 |
Key Summary
JHPI | QYLD | |
|---|---|---|
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. | QYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 17.05m in AUM and 103 holdings. Each Fund aims to provide investors with a return (before fees and other costs) that tracks the performance of the relevant Index. |
Top 3 holdings | JPMorgan Equity Premium Income ETF (99.71 %) | Apple Inc (9.28 %) Microsoft Corp (8.41 %) NVIDIA Corp (7.57 %) |
Top 3 industries | Information Technology (58.19 %) Communication Services (18.79 %) Consumer Discretionary (16.87 %) | |
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | United States (97.34 %) Netherlands (0.82 %) Brazil (0.69 %) |
Management fee | 0.4 % | 0.6 % |
Key Summary
JHPI | QYLD | |
|---|---|---|
Issuer | JPMorgan | Global X |
Tracking index | S&P 500 | Cboe Nasdaq 100 Half BuyWrite V2 Index |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.6 % |
Price | $50.16 | $10.95 |
Size | N/A | $16.725 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.44 % | 4.47 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHPI | QYLD | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 25 |
Median incremental investment | $0 | $1,008.69 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,636.50 |
Average age group | N/A | > 35 |
Pros and Cons
JHPI | QYLD | |
|---|---|---|
Pros |
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Cons |
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JHPI | QYLD |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |