Compare AU
Compare JPHQ vs. GROW
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 GROW. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JPHQ | GROW | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 1 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Quarterly | N/A |
Median total investment | $5,324.00 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
JPHQ | GROW | |
|---|---|---|
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. | GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) | Schroder Real Return (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | United States (51.79 %) Australia (19.91 %) Japan (8.50 %) |
Management fee | 0.4 % | 0.84 % |
Key Summary
JPHQ | GROW | |
|---|---|---|
Issuer | JPMorgan | Schroder |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.84 % |
Price | $60.50 | $3.85 |
Size | N/A | $57.906 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.40 % | 3.83 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 16/08/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPHQ | GROW | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 1 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Quarterly | N/A |
Median total investment | $5,324.00 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
JPHQ | GROW | |
|---|---|---|
Pros |
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Cons |
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JPHQ | GROW |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |