Compare AU

Compare JHPI vs. VDHG

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 Vanguard Diversified High Growth Index ETF (VDHG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

JHPI

VDHG

Popularity

N/A

Medium

Pearlers invested

0

8,575

Median incremental investment

$0

$1,000.00

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,764.00

Average age group

N/A

26 - 35


Key Summary

JHPI

VDHG

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.

Vanguard Diversified High Growth Index ETF (ASX: VDHG) seeks to track the weighted average performance of various ETFs it invests in before taking into account fees, expenses and taxes. The index doesnโ€™t track companies directly. Instead, it invests in other ETFs. It acts as an ETF that tracks other ETFs.

Top 3 holdings

JPMorgan Equity Premium Income ETF (100.52 %)

BHP Group Ltd. (3.79 %)

Commonwealth Bank of Australia (3.03 %)

CSL Ltd. (2.38 %)

Top 3 industries

Financials (17.35 %)

Other (12.53 %)

Information Technology (11.71 %)

Top 3 countries

United States (97.04 %)

Netherlands (2.05 %)

Singapore (0.47 %)

United States (39.99 %)

Australia (38.01 %)

Japan (3.63 %)

Management fee

0.4 %

0.27 %


Key Summary

JHPI

VDHG

Issuer

JPMorgan

Vanguard

Tracking index

S&P 500 - AUD

A17592 - 36% S&P - ASX300 - 26.5% MSCI Wrld ex-Aus - 16% MSCI Wrld ex-Aus Hdg to AUD - 6.5% MSCI Wrld ex-Aus Sml Cap - 5% MSCI EM Index - 3% Bloomberg AusBond Composite 0+ Yr Index - 7% Bloomberg Barclays Glb. Aggrt. Flt.-Adjstd and Scaled Index Hdg. to A

Asset class

ETF

ETF

Management fee

0.4 %

0.27 %

Price

$52.90

$69.10

Size

N/A

$1.321 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

1.87 %

5.54 %

Market

ASX

ASX

First listed date

24/05/2023

22/11/2017

Purchase fee

$6.50

$6.50


Community Stats

JHPI

VDHG

Popularity

N/A

Medium

Pearlers invested

0

8,575

Median incremental investment

$0

$1,000.00

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,764.00

Average age group

N/A

26 - 35


Pros and Cons

JHPI

VDHG

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

VDHG

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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