Compare AU
Compare JHPI vs. VVLU
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 Jpm Eqty Prem Inc H Active ETF (Managed Fund) (JHPI) and the Vanguard Global Value Equity Active ETF (VVLU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JHPI | VVLU | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 44 |
Median incremental investment | $0 | $2,025.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $9,610.90 |
Average age group | N/A | > 35 |
Key Summary
JHPI | VVLU | |
|---|---|---|
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. | VVLU.AX was created on 2018-04-13 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Global Value Equity Active ETF (Managed Fund) seeks to provide long term capital appreciation through an active management approach that invests in global equity securities demonstrating value characteristics |
Top 3 holdings | JPMorgan Equity Premium Income ETF (100.52 %) | Comcast Corp. Class A (0.72 %) Verizon Communications Inc. (0.62 %) General Motors Co. (0.59 %) |
Top 3 industries | Financials (30.07 %) Energy (14.49 %) Industrials (11.98 %) | |
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | United States (68.77 %) Japan (6.48 %) United Kingdom of Great Britain and Northern Ireland (4.51 %) |
Management fee | 0.4 % | 0.28 % |
Key Summary
JHPI | VVLU | |
|---|---|---|
Issuer | JPMorgan | Vanguard |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.28 % |
Price | $52.90 | $73.93 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.87 % | 3.84 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 17/04/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHPI | VVLU | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 44 |
Median incremental investment | $0 | $2,025.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $9,610.90 |
Average age group | N/A | > 35 |
Pros and Cons
JHPI | VVLU | |
|---|---|---|
Pros |
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Cons |
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JHPI | VVLU |
|---|---|
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 |