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Compare JPHQ vs. FEMX

Compare shares and ETFs on the ASX that you can trade on Pearler.

Jpm Us100Q Eq Prem Inc H Active ETF (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 Fidelity Global Emerging Markets Active ETF (FEMX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

JPHQ

FEMX

Popularity

Low

Low

Pearlers invested

1

118

Median incremental investment

$1,000.00

$1,002.19

Median investment frequency

Quarterly

Monthly

Median total investment

$5,324.00

$2,528.10

Average age group

26 - 35

> 35


Key Summary

JPHQ

FEMX

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.

FEMX.AX was created on 2013-12-16 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the MSCI Emerging Markets Index NR over the suggested minimum investment time period of seven years plus.

Top 3 holdings

JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %)

Taiwan Semiconductor Manufacturing Co Ltd (9.66 %)

HDFC Bank Ltd (5.59 %)

Naspers Ltd Class N (5.49 %)

Top 3 industries

Financials (28.61 %)

Information Technology (26.60 %)

Consumer Discretionary (20.97 %)

Top 3 countries

United States (97.22 %)

Netherlands (1.57 %)

Brazil (0.79 %)

India (24.10 %)

China (17.96 %)

Taiwan (13.38 %)

Management fee

0.4 %

0.99 %


Key Summary

JPHQ

FEMX

Issuer

JPMorgan

Fidelity

Tracking index

MSCI EM (Emerging Markets)

Asset class

ETF

ETF

Management fee

0.4 %

0.99 %

Price

$60.50

$6.36

Size

N/A

$186.975 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.40 %

1.28 %

Market

ASX

ASX

First listed date

24/05/2023

05/11/2018

Purchase fee

$6.50

$6.50


Community Stats

JPHQ

FEMX

Popularity

Low

Low

Pearlers invested

1

118

Median incremental investment

$1,000.00

$1,002.19

Median investment frequency

Quarterly

Monthly

Median total investment

$5,324.00

$2,528.10

Average age group

26 - 35

> 35


Pros and Cons

JPHQ

FEMX

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

JPHQ

FEMX

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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