Compare AU
Compare JPEQ vs. HQLT
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 Us100Q Eq Prem Inc Active ETF (Managed Fund) (JPEQ) and the BetaShares Global Quality Leaders Currency Hedged ETF (HQLT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPEQ | HQLT | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 7 |
Median incremental investment | $750.00 | $903.12 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $4,914.36 | $3,439.70 |
Average age group | > 35 | > 35 |
Key Summary
JPEQ | HQLT | |
---|---|---|
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. | HQLT.AX was created on 2020-06-05 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the iSTOXX MUTB Global ex-Australia Quality Leaders Index AUD Hedged (the Index), before taking into account fees and expenses. |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %) | ADOBE INC (2.38 %) ACCENTURE PLC (2.22 %) INTUIT INC (2.16 %) |
Top 3 industries | Other (33.29 %) Information Technology (28.66 %) Industrials (9.15 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | United States (67.90 %) Japan (10.44 %) Switzerland (4.83 %) |
Management fee | 0.4 % | 0.38 % |
Key Summary
JPEQ | HQLT | |
---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | iSTOXX MUTB Global ex-Australia Quality Leaders Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.38 % |
Price | $64.42 | $31.22 |
Size | N/A | $82.202 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.54 % | 1.97 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 09/06/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPEQ | HQLT | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 7 |
Median incremental investment | $750.00 | $903.12 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $4,914.36 | $3,439.70 |
Average age group | > 35 | > 35 |
Pros and Cons
JPEQ | HQLT | |
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Pros |
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Cons |
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JPEQ | HQLT |
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Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |