Compare AU

Compare JHPI vs. STW

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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Jpm Eqty Prem Inc H Active ETF (Managed Fund) (JHPI) and the SPDR S&P/ASX 200 Fund (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

N/A

Low

Pearlers invested

0

349

Median incremental investment

$0

$1,002.94

Median investment frequency

N/A

Monthly

Median total investment

$0

$4,394.32

Average age group

N/A

> 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 SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 5766.44m in AUM and 203 holdings. The SPDR S&P/ASX 200 Fund, seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 Index.

Top 3 holdings

JPMorgan Equity Premium Income ETF (99.83 %)

Commonwealth Bank of Australia (10.41 %)

BHP Group Ltd (8.31 %)

CSL Ltd (5.53 %)

Top 3 industries

Financials (55.40 %)

Materials (16.89 %)

Health Care (11.15 %)

Top 3 countries

United States (97.04 %)

Netherlands (2.05 %)

Singapore (0.47 %)

Australia (94.83 %)

United States (3.10 %)

New Zealand (1.58 %)

Management fee

0.4 %

0.05 %


Key Summary

JHPI

STW

Issuer

JPMorgan

SPDR

Tracking index

S&P 500 - AUD

S&P ASX 200

Asset class

ETF

ETF

Management fee

0.4 %

0.05 %

Price

$52.90

$74.48

Size

N/A

$5.499 billion

10Y return

N/A

45.27 %

Annual distribution yield (5Y)

1.87 %

5.64 %

Market

ASX

ASX

First listed date

24/05/2023

27/08/2001

Purchase fee

$6.50

$6.50


Community Stats

JHPI

STW

Popularity

N/A

Low

Pearlers invested

0

349

Median incremental investment

$0

$1,002.94

Median investment frequency

N/A

Monthly

Median total investment

$0

$4,394.32

Average age group

N/A

> 35


Pros and Cons

JHPI

STW

Pros

  • Higher exposure to US market

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

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

Lower distribution yield

Higher distribution yield

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