Compare AU
Compare JPHQ vs. HGBL
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 BetaShares Global Shares ETF - Currency Hedged (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPHQ | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 59 |
Median incremental investment | $1,000.00 | $3,998.73 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,324.00 | $16,465.12 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
JPHQ | HGBL | |
|---|---|---|
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. | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) | Betashares Global Shares ETF (100.00 %) |
Top 3 industries | Other (29.91 %) Information Technology (23.98 %) Health Care (8.49 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) |
Management fee | 0.4 % | 0.11 % |
Key Summary
JPHQ | HGBL | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.11 % |
Price | $60.50 | $68.32 |
Size | N/A | $1.101 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.40 % | 0.43 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPHQ | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 59 |
Median incremental investment | $1,000.00 | $3,998.73 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,324.00 | $16,465.12 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
JPHQ | HGBL | |
|---|---|---|
Pros |
|
|
Cons |
|
|
JPHQ | HGBL |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |