Compare AU
Compare JPHQ vs. ESGI
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 MSCI Global Sustainable (ESGI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPHQ | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 1,227 |
Median incremental investment | $1,000.00 | $743.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,324.00 | $1,895.16 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
JPHQ | ESGI | |
|---|---|---|
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. | The fund exists to track the performance of the MSCI World ex-Australia ex-Fossil Fuel Select SRI and Low Carbon Capped Index before considering any fees, expenses, and taxes. |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) | ASML Holding NV (5.16 %) Novo Nordisk AS Class B (5.00 %) Adobe Inc (4.71 %) |
Top 3 industries | Information Technology (55.44 %) Health Care (20.43 %) Other (15.14 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | United States (45.82 %) Japan (9.48 %) Netherlands (6.76 %) |
Management fee | 0.4 % | 0.55 % |
Key Summary
JPHQ | ESGI | |
|---|---|---|
Issuer | JPMorgan | VanEck |
Tracking index | MSCI World ex Australia ex Fossil Fuel Select SRI and Low Carbon Capped Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.55 % |
Price | $60.50 | $37.16 |
Size | N/A | $213.501 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.40 % | 3.26 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 08/03/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPHQ | ESGI | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 1 | 1,227 |
Median incremental investment | $1,000.00 | $743.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,324.00 | $1,895.16 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
JPHQ | ESGI | |
|---|---|---|
Pros |
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Cons |
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JPHQ | ESGI |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |