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Compare JHPI vs. STW
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 State Street SPDR S&P/ASX 200 ETF (STW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JHPI | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 401 |
Median incremental investment | $513.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $525.00 | $5,349.95 |
Average age group | < 26 | > 35 |
Key Summary
JHPI | STW | |
|---|---|---|
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. | STW.AX was created on 2001-08-24 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6338.98m in AUM and 203 holdings. The Investment Objective of State Street SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | JPMorgan Equity Premium Income ETF (96.98 %) | Commonwealth Bank of Australia (9.89 %) BHP Group Ltd (9.34 %) Westpac Banking Corp (5.07 %) |
Top 3 industries | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) | |
Top 3 countries | United States (98.35 %) Switzerland (0.85 %) Netherlands (0.80 %) | Australia (95.26 %) United States (3.26 %) United Kingdom of Great Britain and Northern Ireland (0.54 %) |
Management fee | 0.4 % | 0 % |
Key Summary
JHPI | STW | |
|---|---|---|
Issuer | JPMorgan | State Street |
Tracking index | S&P 500 | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0 % |
Price | $52.50 | $79.85 |
Size | $9.533 million | $6.465 billion |
10Y return | N/A | 73.62 % |
Annual distribution yield (5Y) | 4.64 % | 4.31 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHPI | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 401 |
Median incremental investment | $513.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $525.00 | $5,349.95 |
Average age group | < 26 | > 35 |
Pros and Cons
JHPI | STW | |
|---|---|---|
Pros |
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Cons |
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JHPI | STW |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |