Compare AU

Compare JHPI vs. RCB

Compare shares and ETFs on the ASX that you can trade on Pearler.

Jpm Eqty Prem Inc H Active ETF (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are JHPI and RCB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

JHPI

RCB

Popularity

N/A

Low

Pearlers invested

0

9

Median incremental investment

$0

$739.83

Median investment frequency

N/A

Fortnightly

Median total investment

$0

$2,265.76

Average age group

N/A

> 35


Key Summary

JHPI

RCB

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.

RCB.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide a total return before costs and tax, in line with DBIQ 0-4 year Investment Grade Australian Corporate Bond Index over the long term

Top 3 holdings

JPMorgan Equity Premium Income ETF (100.52 %)

Russell Investments Australian Select Corporate Bond ETF (100 %)

Top 3 industries

Top 3 countries

United States (97.04 %)

Netherlands (2.05 %)

Singapore (0.47 %)

Management fee

0.4 %

0.28 %


Key Summary

JHPI

RCB

Issuer

JPMorgan

Russell

Tracking index

S&P 500 - AUD

DBIQ 0-4 year Investment Grade Australian Corporate Bond Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.28 %

Price

$52.90

$20.23

Size

N/A

$266.143 million

10Y return

N/A

-1.94 %

Annual distribution/β€Šdividend yield (5Y)

1.87 %

2.22 %

Market

ASX

ASX

First listed date

24/05/2023

13/03/2012

Purchase fee

$6.50

$6.50


Community Stats

JHPI

RCB

Popularity

N/A

Low

Pearlers invested

0

9

Median incremental investment

$0

$739.83

Median investment frequency

N/A

Fortnightly

Median total investment

$0

$2,265.76

Average age group

N/A

> 35


Pros and Cons

JHPI

RCB

Pros

  • Higher exposure to US market

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

JHPI

RCB

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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