Compare AU

Compare JHPI vs. SYI

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 MSCI Australia Select High Dividend Yield Fund (SYI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

JHPI

SYI

Popularity

N/A

Low

Pearlers invested

0

113

Median incremental investment

$0

$1,000.45

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,434.24

Average age group

N/A

26 - 35


Key Summary

JHPI

SYI

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.

SYI.AX was created on 2010-09-28 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 435.09m in AUM and 62 holdings. The SPDR MSCI Australia Select High Dividend Yield Fund seeks to closely track, before fees and expenses, the returns of the MSCI Australia Select High Dividend Yield Index.

Top 3 holdings

JPMorgan Equity Premium Income ETF (99.83 %)

Commonwealth Bank of Australia (12.13 %)

National Australia Bank Ltd (10.70 %)

ANZ Group Holdings Ltd (10.33 %)

Top 3 industries

Financials (63.72 %)

Materials (22.61 %)

Consumer Discretionary (15.19 %)

Top 3 countries

Australia (99.65 %)

China (0.29 %)

New Zealand (0.06 %)

Management fee

0.4 %

0.2 %


Key Summary

JHPI

SYI

Issuer

JPMorgan

SPDR

Tracking index

S&P 500 - AUD

MSCI Australia Select High Dividend Yield Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.2 %

Price

$55.08

$30.05

Size

N/A

$449.207 million

10Y return

N/A

2.70 %

Annual distribution yield (5Y)

1.75 %

9.01 %

Market

ASX

ASX

First listed date

24/05/2023

29/09/2010

Purchase fee

$6.50

$6.50


Community Stats

JHPI

SYI

Popularity

N/A

Low

Pearlers invested

0

113

Median incremental investment

$0

$1,000.45

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,434.24

Average age group

N/A

26 - 35


Pros and Cons

JHPI

SYI

Pros

  • 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

JHPI

SYI

Lower exposure to AU market

Higher exposure to AU market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

Home