Compare AU
Compare JPHQ vs. A200
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 H Active ETF (Managed Fund) (JPHQ) and the BetaShares Australia 200 ETF (A200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPHQ | A200 | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 4,958 |
Median incremental investment | $1,000.00 | $1,078.38 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,362.25 | $3,714.39 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
JPHQ | A200 | |
|---|---|---|
Strategy | JPHQ.AX was created on 2023-05-25 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. | BetaShares Australia 200 ETF (ASX: A200) seeks to track the performance of the Solactive Australia 200 index before account fees, expenses, and taxes. The index tracks the largest 200 companies on the Australian Securities Exchange (ASX). |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.98 %) CSL LTD (5.68 %) |
Top 3 industries | Financials (33.91 %) Materials (17.89 %) Health Care (8.74 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | Australia (95.07 %) United States (3.04 %) New Zealand (1.41 %) |
Management fee | 0.4 % | 0.04 % |
Key Summary
JPHQ | A200 | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | Solactive Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.04 % |
Price | $60.25 | $137.57 |
Size | N/A | $6.279 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.40 % | 5.25 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 08/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPHQ | A200 | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 4,958 |
Median incremental investment | $1,000.00 | $1,078.38 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,362.25 | $3,714.39 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
JPHQ | A200 | |
|---|---|---|
Pros |
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Cons |
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JPHQ | A200 |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |