Compare AU

Compare JPHQ vs. IBUY

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 Online Retail and E-Commerce ETF (IBUY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

JPHQ

IBUY

Popularity

Low

Low

Pearlers invested

1

8

Median incremental investment

$1,000.00

$504.29

Median investment frequency

Quarterly

Monthly

Median total investment

$5,324.00

$885.78

Average age group

26 - 35

> 35


Key Summary

JPHQ

IBUY

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.

IBUY.AX was created on 2022-02-14 by BetaShares. The fund's investment portfolio concentrates primarily on consumer discretionary equity. IBUY.AX aims to track the performance of an Index (before fees and expenses) that provides exposure to a portfolio of the worlds leading online retailers.

Top 3 holdings

JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %)

TENCENT HOLDINGS LTD (6.91 %)

PDD HOLDINGS INC (6.57 %)

BOOKING HOLDINGS INC (6.49 %)

Top 3 industries

Consumer Discretionary (39.35 %)

Other (34.07 %)

Communication Services (12.09 %)

Top 3 countries

United States (97.22 %)

Netherlands (1.57 %)

Brazil (0.79 %)

United States (47.12 %)

China (32.18 %)

Brazil (5.08 %)

Management fee

0.4 %

0.67 %


Key Summary

JPHQ

IBUY

Issuer

JPMorgan

BetaShares

Tracking index

Solactive EQM Online Retail and E-Commerce Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.4 %

0.67 %

Price

$60.50

$15.54

Size

N/A

$3.356 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.40 %

- %

Market

ASX

ASX

First listed date

24/05/2023

15/02/2022

Purchase fee

$6.50

$6.50


Community Stats

JPHQ

IBUY

Popularity

Low

Low

Pearlers invested

1

8

Median incremental investment

$1,000.00

$504.29

Median investment frequency

Quarterly

Monthly

Median total investment

$5,324.00

$885.78

Average age group

26 - 35

> 35


Pros and Cons

JPHQ

IBUY

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to AU market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

JPHQ

IBUY

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

Higher distribution yield

Lower distribution yield

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