Compare AU
Compare JPHQ vs. ROYL
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 BetaShares Global Royalties ETF (ROYL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPHQ | ROYL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 7 |
Median incremental investment | $1,000.00 | $700.30 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,324.00 | $1,675.52 |
Average age group | 26 - 35 | > 35 |
Key Summary
JPHQ | ROYL | |
|---|---|---|
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. | ROYL.AX was created on 2022-09-09 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global Royalties Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) | ARM HOLDINGS PLC (12.89 %) WHEATON PRECIOUS METALS CORP (11.03 %) TEXAS PACIFIC LAND CORP (10.48 %) |
Top 3 industries | Other (49.57 %) Information Technology (17.42 %) Energy (14.55 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | United States (41.70 %) Canada (31.36 %) United Kingdom of Great Britain and Northern Ireland (10.92 %) |
Management fee | 0.4 % | 0.69 % |
Key Summary
JPHQ | ROYL | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | Solactive Global Royalties Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.69 % |
Price | $60.50 | $10.88 |
Size | N/A | $9.731 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.40 % | 1.27 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 12/09/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPHQ | ROYL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 7 |
Median incremental investment | $1,000.00 | $700.30 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,324.00 | $1,675.52 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
JPHQ | ROYL | |
|---|---|---|
Pros |
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Cons |
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JPHQ | ROYL |
|---|---|
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 distribution yield | Lower distribution yield |