Compare AU

Compare JPEQ vs. HVLU

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, shares and ETFs are a popular choice. Two options in the ASX are JPEQ and HVLU. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

JPEQ

HVLU

Popularity

Low

N/A

Pearlers invested

2

0

Median incremental investment

$750.00

$0

Median investment frequency

Fortnightly

N/A

Median total investment

$4,879.17

$0

Average age group

> 35

N/A


Key Summary

JPEQ

HVLU

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.

HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars.

Top 3 holdings

JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %)

VanEck MSCI International Value (Aud Hedged) ETF (100 %)

Top 3 industries

Top 3 countries

United States (97.22 %)

Netherlands (1.57 %)

Brazil (0.79 %)

Management fee

0.4 %

0.29 %


Key Summary

JPEQ

HVLU

Issuer

JPMorgan

VanEck

Tracking index

MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.4 %

0.29 %

Price

$63.78

$27.10

Size

N/A

$5.356 million

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

2.54 %

0.78 %

Market

ASX

ASX

First listed date

24/05/2023

08/11/2023

Purchase fee

$6.50

$6.50


Community Stats

JPEQ

HVLU

Popularity

Low

N/A

Pearlers invested

2

0

Median incremental investment

$750.00

$0

Median investment frequency

Fortnightly

N/A

Median total investment

$4,879.17

$0

Average age group

> 35

N/A


Pros and Cons

JPEQ

HVLU

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

HVLU

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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