Compare AU

Compare JPHQ vs. GGFD

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 BetaShares Geared Long Us Tr Bond Ch (Hedge Fund) (GGFD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

JPHQ

GGFD

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$1,000.00

$4,993.50

Median investment frequency

Quarterly

Monthly

Median total investment

$5,336.32

$473.52

Average age group

26 - 35

26 - 35


Key Summary

JPHQ

GGFD

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.

GGFD.AX was created on 2023-12-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. Betashares Geared Long U.S. Treasury Bond Fund Currency Hedged (hedge fund) offers geared exposure to the returns of 10-year US Treasury Bonds, hedged for currency exposure

Top 3 holdings

JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %)

US 10YR ULTRA FUT SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (105.83 %)

USD - UNITED STATES DOLLAR (-5.83 %)

Top 3 industries

Top 3 countries

United States (97.22 %)

Netherlands (1.57 %)

Brazil (0.79 %)

Management fee

0.4 %

0.99 %


Key Summary

JPHQ

GGFD

Issuer

JPMorgan

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0.4 %

0.99 %

Price

$61.18

$19.63

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.40 %

- %

Market

ASX

ASX

First listed date

24/05/2023

05/12/2023

Purchase fee

$6.50

$6.50


Community Stats

JPHQ

GGFD

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$1,000.00

$4,993.50

Median investment frequency

Quarterly

Monthly

Median total investment

$5,336.32

$473.52

Average age group

26 - 35

26 - 35


Pros and Cons

JPHQ

GGFD

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

JPHQ

GGFD

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

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