Compare AU
Compare JPHQ vs. MOGL
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 Montgomery Global Investment Portfolio (MOGL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPHQ | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 4 |
Median incremental investment | $1,000.00 | $295.25 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $5,324.00 | $13,318.62 |
Average age group | 26 - 35 | > 35 |
Key Summary
JPHQ | MOGL | |
|---|---|---|
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. | N/A |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) | KKR & Co Inc Ordinary Shares (10.52 %) Amazon.com Inc (10.23 %) Blackstone Inc (9.48 %) |
Top 3 industries | Communication Services (29.81 %) Financials (28.90 %) Information Technology (27.24 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | United States (81.43 %) China (8.13 %) France (2.82 %) |
Management fee | 0.4 % | N/A |
Key Summary
JPHQ | MOGL | |
|---|---|---|
Issuer | JPMorgan | N/A |
Tracking index | N/A | |
Asset class | ETF | Stock |
Management fee | 0.4 % | N/A |
Price | $60.50 | $5.32 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.40 % | 4.59 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPHQ | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 4 |
Median incremental investment | $1,000.00 | $295.25 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $5,324.00 | $13,318.62 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
JPHQ | MOGL | |
|---|---|---|
Pros |
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Cons |
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JPHQ | MOGL |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |