Compare AU
Compare JPHQ vs. ISEC
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/ASX Bank Bills Enhanced Cash (ISEC). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPHQ | ISEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $1,000.00 | $1,096.75 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,324.00 | $1,207.44 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
JPHQ | ISEC | |
|---|---|---|
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. | ISEC.AX was created on 2017-06-02 by iShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with performance, before fees and expenses, in excess of the performance of an index comprised of Australian bank bills. |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) | RBC MONEY MARKET 11AM (11.99 %) UNITED OVERSEAS BANK LTD (SYDNEY B (7.66 %) OVERSEA-CHINESE BANKING CORPORATIO (5.81 %) |
Top 3 industries | Other (99.33 %) Communication Services (0.87 %) Consumer Discretionary (0.67 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | |
Management fee | 0.4 % | 0.12 % |
Key Summary
JPHQ | ISEC | |
|---|---|---|
Issuer | JPMorgan | iShares |
Tracking index | S&P/ASX Bank Bill Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.12 % |
Price | $60.50 | $100.62 |
Size | N/A | $253.699 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.40 % | 2.05 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 06/06/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPHQ | ISEC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $1,000.00 | $1,096.75 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,324.00 | $1,207.44 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
JPHQ | ISEC | |
|---|---|---|
Pros |
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Cons |
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JPHQ | ISEC |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |