Compare AU
Compare JHPI vs. ZYUS
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 Global X S&P 500 High Yield Low Volatility ETF (ZYUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JHPI | ZYUS | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 84 |
Median incremental investment | $0 | $634.25 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,840.92 |
Average age group | N/A | 26 - 35 |
Key Summary
JHPI | ZYUS | |
|---|---|---|
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. | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index |
Top 3 holdings | JPMorgan Equity Premium Income ETF (100.52 %) | Altria Group Inc (3.09 %) Kinder Morgan Inc Class P (2.97 %) Bristol-Myers Squibb Co (2.90 %) |
Top 3 industries | Real Estate (27.20 %) Communication Services (20.83 %) Consumer Staples (20.54 %) | |
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | United States (97.74 %) United Kingdom of Great Britain and Northern Ireland (2.26 %) |
Management fee | 0.4 % | 0.35 % |
Key Summary
JHPI | ZYUS | |
|---|---|---|
Issuer | JPMorgan | ETFS |
Tracking index | S&P 500 - AUD | S&P 500 Low Volatility High Dividend Index |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.35 % |
Price | $52.90 | $15.87 |
Size | N/A | $77.650 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.87 % | 4.97 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 12/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JHPI | ZYUS | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 84 |
Median incremental investment | $0 | $634.25 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,840.92 |
Average age group | N/A | 26 - 35 |
Pros and Cons
JHPI | ZYUS | |
|---|---|---|
Pros |
| |
Cons |
|
JHPI | ZYUS |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |