Compare AU
Compare JPHQ vs. LEND
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are JPHQ and LEND. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JPHQ | LEND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 21 |
Median incremental investment | $1,000.00 | $1,300.78 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $5,336.32 | $5,450.50 |
Average age group | 26 - 35 | > 35 |
Key Summary
JPHQ | LEND | |
|---|---|---|
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. | LEND.AX was created on 2024-01-31 by VanEck. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. The Fund does not necessarily aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) | VanEck Glbl Listed Private Credit (Aud Hedged) ETF (100 %) |
Top 3 industries | ||
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | |
Management fee | 0.4 % | 0.65 % |
Key Summary
JPHQ | LEND | |
|---|---|---|
Issuer | JPMorgan | VanEck |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.65 % |
Price | $60.64 | $19.77 |
Size | N/A | $75.226 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.40 % | 1.61 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 01/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPHQ | LEND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 21 |
Median incremental investment | $1,000.00 | $1,300.78 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $5,336.32 | $5,450.50 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
JPHQ | LEND | |
|---|---|---|
Pros |
| |
Cons |
|
JPHQ | LEND |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |