Compare AU
Compare JPHQ vs. GPEQ
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 VanEck Global Listed Private Equity ETF (GPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPHQ | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 30 |
Median incremental investment | $1,000.00 | $795.59 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,383.84 | $1,998.95 |
Average age group | 26 - 35 | > 35 |
Key Summary
JPHQ | GPEQ | |
|---|---|---|
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. | GPEQ.AX was created on 2021-11-23 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 39.71m in AUM and 51 holdings. GPEQ.AX gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. GPEQ.AX aims to provide investment returns before fees and other costs which track the performance of the Index. |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) | Blackstone Inc (9.71 %) Apollo Global Management Inc Class A (9.28 %) KKR & Co Inc Ordinary Shares (9.23 %) |
Top 3 industries | Financials (100.00 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | United States (70.14 %) Switzerland (8.64 %) Sweden (6.30 %) |
Management fee | 0.4 % | 0.65 % |
Key Summary
JPHQ | GPEQ | |
|---|---|---|
Issuer | JPMorgan | VanEck |
Tracking index | LPX 50 Index | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.65 % |
Price | $60.50 | $26.01 |
Size | N/A | $43.162 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.40 % | 1.49 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 24/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPHQ | GPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 30 |
Median incremental investment | $1,000.00 | $795.59 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,383.84 | $1,998.95 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
JPHQ | GPEQ | |
|---|---|---|
Pros |
| |
Cons |
|
JPHQ | GPEQ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |