Compare AU
Compare JPHQ vs. IHVV
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 S&P US 500 (AUD Hedged) (IHVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPHQ | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 164 |
Median incremental investment | $1,000.00 | $1,500.00 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,336.32 | $3,434.80 |
Average age group | 26 - 35 | > 35 |
Key Summary
JPHQ | IHVV | |
|---|---|---|
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. | IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities. |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | United States (94.52 %) |
Management fee | 0.4 % | 0.1 % |
Key Summary
JPHQ | IHVV | |
|---|---|---|
Issuer | JPMorgan | iShares |
Tracking index | S&P 500 Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.1 % |
Price | $61.18 | $55.75 |
Size | N/A | $2.040 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.40 % | 51.08 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 18/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPHQ | IHVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 164 |
Median incremental investment | $1,000.00 | $1,500.00 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,336.32 | $3,434.80 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
JPHQ | IHVV | |
|---|---|---|
Pros |
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Cons |
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JPHQ | IHVV |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |