Compare AU
Compare JHPI vs. WDIV
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 SPDR S&P Global Dividend Fund (WDIV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JHPI | WDIV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 37 |
Median incremental investment | $0 | $654.39 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,470.50 |
Average age group | N/A | > 35 |
Key Summary
JHPI | WDIV | |
|---|---|---|
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. | WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The SPDR S&P Global Dividend Fund seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats AUD Index. |
Top 3 holdings | JPMorgan Equity Premium Income ETF (99.83 %) | Altria Group Inc (2.66 %) Highwoods Properties Inc (2.39 %) Solvay SA (2.27 %) |
Top 3 industries | Industrials (30.46 %) Real Estate (29.95 %) Consumer Staples (23.10 %) | |
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) |
Management fee | 0.4 % | 0.35 % |
Key Summary
JHPI | WDIV | |
|---|---|---|
Issuer | JPMorgan | SPDR |
Tracking index | S&P 500 - AUD | S&P Global Dividend Aristocrats Index sp_43 |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.35 % |
Price | $54.00 | $20.25 |
Size | N/A | $285.997 million |
10Y return | N/A | 18.08 % |
Annual distribution yield (5Y) | 1.87 % | 4.85 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHPI | WDIV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 37 |
Median incremental investment | $0 | $654.39 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,470.50 |
Average age group | N/A | > 35 |
Pros and Cons
JHPI | WDIV | |
|---|---|---|
Pros |
|
|
Cons |
|
|
JHPI | WDIV |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |