Compare AU

Compare JPEQ vs. HGBL

Compare shares and ETFs on the ASX that you can trade on Pearler.

Jpm Us100Q Eq Prem Inc 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 Us100Q Eq Prem Inc Active ETF (Managed Fund) (JPEQ) and the BetaShares Global Shares ETF - Currency Hedged (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

JPEQ

HGBL

Popularity

Low

Low

Pearlers invested

2

59

Median incremental investment

$750.00

$3,998.73

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,914.36

$15,561.00

Average age group

> 35

26 - 35


Key Summary

JPEQ

HGBL

Strategy

JPEQ.AX was created on 2023-05-23 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to seek current income while maintaining prospects for capital appreciation.

HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index.

Top 3 holdings

JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %)

Betashares Global Shares ETF (100.00 %)

Top 3 industries

Other (29.91 %)

Information Technology (23.98 %)

Health Care (8.49 %)

Top 3 countries

United States (97.22 %)

Netherlands (1.57 %)

Brazil (0.79 %)

United States (71.69 %)

Japan (6.93 %)

United Kingdom of Great Britain and Northern Ireland (3.99 %)

Management fee

0.4 %

0.11 %


Key Summary

JPEQ

HGBL

Issuer

JPMorgan

BetaShares

Tracking index

Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.4 %

0.11 %

Price

$64.42

$68.08

Size

N/A

$1.064 billion

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.54 %

0.43 %

Market

ASX

ASX

First listed date

24/05/2023

17/05/2023

Purchase fee

$6.50

$6.50


Community Stats

JPEQ

HGBL

Popularity

Low

Low

Pearlers invested

2

59

Median incremental investment

$750.00

$3,998.73

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,914.36

$15,561.00

Average age group

> 35

26 - 35


Pros and Cons

JPEQ

HGBL

Pros

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower distribution yield

JPEQ

HGBL

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

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