Compare AU
Compare JPHQ vs. GOAT
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 Morningstar World ex AUS 'Wide Moat' (GOAT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPHQ | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 47 |
Median incremental investment | $1,000.00 | $685.44 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,336.32 | $2,621.66 |
Average age group | 26 - 35 | > 35 |
Key Summary
JPHQ | GOAT | |
|---|---|---|
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. | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 41.83m in AUM and 63 holdings. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) |
Top 3 industries | Financials (39.75 %) Industrials (29.97 %) Other (27.20 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) |
Management fee | 0.4 % | 0.55 % |
Key Summary
JPHQ | GOAT | |
|---|---|---|
Issuer | JPMorgan | VanEck |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.55 % |
Price | $61.18 | $27.89 |
Size | N/A | $41.040 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.40 % | 2.60 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPHQ | GOAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 47 |
Median incremental investment | $1,000.00 | $685.44 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,336.32 | $2,621.66 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
JPHQ | GOAT | |
|---|---|---|
Pros |
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Cons |
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JPHQ | GOAT |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |