Compare AU
Compare JPHQ vs. RCAP
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 Resolution Cap Global Prop Sec (Managed Fund) (RCAP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPHQ | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $1,000.00 | $6,993.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,336.32 | $10,334.01 |
Average age group | 26 - 35 | > 35 |
Key Summary
JPHQ | RCAP | |
|---|---|---|
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. | RCAP.AX was created on 2022-02-22 by Resolution Capital. The fund's investment portfolio concentrates primarily on real estate equity. The Fund aims to achieve an annual total return that exceeds the total return of the Benchmark after fees on a rolling 3 year basis |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) | Welltower Inc (8.93 %) Equinix Inc (6.60 %) Ventas Inc (6.50 %) |
Top 3 industries | Real Estate (100.00 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | United States (60.84 %) United Kingdom of Great Britain and Northern Ireland (11.25 %) France (6.53 %) |
Management fee | 0.4 % | 0.8 % |
Key Summary
JPHQ | RCAP | |
|---|---|---|
Issuer | JPMorgan | Resolution Capital |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.8 % |
Price | $60.64 | $1.69 |
Size | N/A | N/A |
10Y return | N/A | 15.89 % |
Annual distribution yield (5Y) | 2.40 % | 1.59 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 21/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPHQ | RCAP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $1,000.00 | $6,993.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,336.32 | $10,334.01 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
JPHQ | RCAP | |
|---|---|---|
Pros |
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Cons |
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JPHQ | RCAP |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |