Compare AU

Compare JPHQ vs. IHEB

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 J.P. Morgan USD Emerging Markets Bond (AUD Hedged) (IHEB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

JPHQ

IHEB

Popularity

Low

Low

Pearlers invested

1

2

Median incremental investment

$1,000.00

$4,196.50

Median investment frequency

Quarterly

Monthly

Median total investment

$5,336.32

$20,838.09

Average age group

26 - 35

> 35


Key Summary

JPHQ

IHEB

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.

IHEB.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities.

Top 3 holdings

JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %)

iShares JP Morgan $ EM Bond ETF USD Dist (101.57 %)

Top 3 industries

Other (98.67 %)

Communication Services (1.33 %)

Top 3 countries

United States (97.22 %)

Netherlands (1.57 %)

Brazil (0.79 %)

Management fee

0.4 %

0.51 %


Key Summary

JPHQ

IHEB

Issuer

JPMorgan

iShares

Tracking index

J.P. Morgan EMBI Global Core Hedged to AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.51 %

Price

$60.64

$76.33

Size

N/A

$68.363 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.40 %

5.56 %

Market

ASX

ASX

First listed date

24/05/2023

09/12/2015

Purchase fee

$6.50

$6.50


Community Stats

JPHQ

IHEB

Popularity

Low

Low

Pearlers invested

1

2

Median incremental investment

$1,000.00

$4,196.50

Median investment frequency

Quarterly

Monthly

Median total investment

$5,336.32

$20,838.09

Average age group

26 - 35

> 35


Pros and Cons

JPHQ

IHEB

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

JPHQ

IHEB

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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