Compare AU
Compare JPHQ vs. GARP
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 JPHQ and GARP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JPHQ | GARP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 18 |
Median incremental investment | $1,000.00 | $1,032.19 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,336.32 | $1,913.88 |
Average age group | 26 - 35 | > 35 |
Key Summary
JPHQ | GARP | |
|---|---|---|
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. | GARP.AX was created on 2024-09-24 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 4.65m in AUM and 248 holdings. The investment objective of the Fund is to provide investors with a return that (before fees and expenses) tracks the performance of the S&P World Ex-Australia GARP.AX Index. |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) | Global X S&P World Ex Australia Garp ETF (100 %) |
Top 3 industries | ||
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | |
Management fee | 0.4 % | 0 % |
Key Summary
JPHQ | GARP | |
|---|---|---|
Issuer | JPMorgan | Global X |
Tracking index | S&P World Ex-Australia GARP Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0 % |
Price | $61.18 | $11.72 |
Size | N/A | $6.572 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.40 % | - % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 25/09/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPHQ | GARP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 18 |
Median incremental investment | $1,000.00 | $1,032.19 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,336.32 | $1,913.88 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
JPHQ | GARP | |
|---|---|---|
Pros |
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Cons |
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JPHQ | GARP |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |