Compare AU
Compare JPEQ vs. HVLU
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 |
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Cons |
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JPEQ | HVLU |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |