Compare AU
Compare JPHQ vs. ILB
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 Bloomberg AusBond Government Inflation (ILB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPHQ | ILB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 8 |
Median incremental investment | $1,000.00 | $1,363.22 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $5,336.32 | $4,287.40 |
Average age group | 26 - 35 | > 35 |
Key Summary
JPHQ | ILB | |
|---|---|---|
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. | ILB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The fund aims to provide investors with the performance of the Bloomberg AusBond Inflation Government 0+ Yr Index, before fees and expenses. The index is designed to measure the performance of a segment of the Australian bond market comprised of inflation-linked fixed income securities. |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) | AUSTRALIA (COMMONWEALTH OF) RegS (17.85 %) AUSTRALIA (COMMONWEALTH OF) RegS (16.44 %) AUSTRALIA (COMMONWEALTH OF) RegS (15.04 %) |
Top 3 industries | Other (99.80 %) Communication Services (0.20 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | |
Management fee | 0.4 % | 0.18 % |
Key Summary
JPHQ | ILB | |
|---|---|---|
Issuer | JPMorgan | iShares |
Tracking index | Bloomberg AusBond Inflation Government (0+Y) Index - AUD-Australian Dollar | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.18 % |
Price | $60.64 | $126.10 |
Size | N/A | $871.952 million |
10Y return | N/A | 12.15 % |
Annual distribution yield (5Y) | 2.40 % | 1.14 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPHQ | ILB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 8 |
Median incremental investment | $1,000.00 | $1,363.22 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $5,336.32 | $4,287.40 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
JPHQ | ILB | |
|---|---|---|
Pros |
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Cons |
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JPHQ | ILB |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |