Compare AU
Compare JPHQ vs. IZZ
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 FTSE China 50 (IZZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPHQ | IZZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 32 |
Median incremental investment | $1,000.00 | $2,600.00 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,336.32 | $4,026.51 |
Average age group | 26 - 35 | > 35 |
Key Summary
JPHQ | IZZ | |
|---|---|---|
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. | IZZ.AX was created on 2004-10-05 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 376.32m in AUM and 50 holdings. The fund aims to provide investors with the performance of the FTSE China 50 Index, before fees and expenses. The index is designed to measure the performance of 50 of the largest and most liquid Chinese companies which trade on the Hong Kong Stock Exchange |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) | MEITUAN (10.47 %) ALIBABA GROUP HOLDING LTD (8.86 %) TENCENT HOLDINGS LTD (8.29 %) |
Top 3 industries | Other (58.33 %) Consumer Discretionary (21.66 %) Communication Services (10.44 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | China (100.00 %) |
Management fee | 0.4 % | 0.74 % |
Key Summary
JPHQ | IZZ | |
|---|---|---|
Issuer | JPMorgan | iShares |
Tracking index | FTSE China 50 Net Tax USD Index | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.74 % |
Price | $60.64 | $49.71 |
Size | N/A | $338.261 million |
10Y return | N/A | 1.78 % |
Annual distribution yield (5Y) | 2.40 % | 1.97 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 15/11/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPHQ | IZZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 32 |
Median incremental investment | $1,000.00 | $2,600.00 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,336.32 | $4,026.51 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
JPHQ | IZZ | |
|---|---|---|
Pros |
| |
Cons |
|
JPHQ | IZZ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |