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Compare JHPI vs. RBTZ
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 Eqty Premium Income (Hedged) Complex ETF (JHPI) and the Betashares Global Robotics and Artificial Intelligence ETF (RBTZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JHPI | RBTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 589 |
Median incremental investment | $513.50 | $748.05 |
Median investment frequency | Monthly | Monthly |
Median total investment | $463.50 | $1,429.02 |
Average age group | < 26 | > 35 |
Key Summary
JHPI | RBTZ | |
|---|---|---|
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. | RBTZ.AX was created on 2018-09-12 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. RBTZ.AX aims to track the performance of an index (before fees and expenses) that includes global companies involved in the production or use of robotics and artificial intelligence (A.l.) products and services. |
Top 3 holdings | JPMorgan Equity Premium Income ETF (98.06 %) | KEYENCE CORP (10.70 %) ABB LTD (9.36 %) NVIDIA CORP (9.31 %) |
Top 3 industries | Other (57.92 %) Information Technology (25.64 %) Health Care (7.12 %) | |
Top 3 countries | United States (98.35 %) Switzerland (0.85 %) Netherlands (0.80 %) | United States (43.89 %) Japan (28.26 %) Switzerland (9.86 %) |
Management fee | 0.4 % | 0.57 % |
Key Summary
JHPI | RBTZ | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | S&P 500 | Indxx Global Robotics & Artificial Intelligence Thematic Index |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.57 % |
Price | $46.46 | $14.01 |
Size | $8.603 million | $295.975 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.95 % | 2.13 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 14/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHPI | RBTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 589 |
Median incremental investment | $513.50 | $748.05 |
Median investment frequency | Monthly | Monthly |
Median total investment | $463.50 | $1,429.02 |
Average age group | < 26 | > 35 |
Pros and Cons
JHPI | RBTZ | |
|---|---|---|
Pros |
| |
Cons |
|
JHPI | RBTZ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |