Compare AU
Compare JPHQ vs. MVA
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 Aussie Large-Cap Property (MVA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPHQ | MVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 82 |
Median incremental investment | $1,000.00 | $600.00 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,324.00 | $2,256.66 |
Average age group | 26 - 35 | > 35 |
Key Summary
JPHQ | MVA | |
|---|---|---|
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. | MVA.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. The VanEck Australian Property ETF invests in a diversified portfolio of ASX-listed securities with the aim of providing investment returns that closely track the returns of the MVIS Australia A-REITs Index. |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) | Goodman Group (11.38 %) Scentre Group (10.37 %) Stockland Corp Ltd (10.17 %) |
Top 3 industries | Real Estate (100.00 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | Australia (100.00 %) |
Management fee | 0.4 % | 0.35 % |
Key Summary
JPHQ | MVA | |
|---|---|---|
Issuer | JPMorgan | VanEck |
Tracking index | MVIS Australia A-REITs Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.35 % |
Price | $60.50 | $22.68 |
Size | N/A | $576.726 million |
10Y return | N/A | 31.78 % |
Annual distribution yield (5Y) | 2.40 % | 4.91 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPHQ | MVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 82 |
Median incremental investment | $1,000.00 | $600.00 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,324.00 | $2,256.66 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
JPHQ | MVA | |
|---|---|---|
Pros |
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Cons |
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JPHQ | MVA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |