Compare AU
Compare JPHQ vs. SSO
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 SPDR S&P/ASX Small Ordinaries Fund (SSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPHQ | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $1,000.00 | $6,000.00 |
Median investment frequency | Quarterly | Weekly |
Median total investment | $5,324.00 | $1,665.20 |
Average age group | 26 - 35 | > 35 |
Key Summary
JPHQ | SSO | |
|---|---|---|
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. | SSO.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 27.38m in AUM and 203 holdings. The SPDR S&P/ASX Small Ordinaries Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX Small Ordinaries Index. |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) | Life360 Inc Chess Depository Interest (1.90 %) Alcoa Corp Chess Depository Receipt (1.60 %) Pinnacle Investment Management Group Ltd (1.53 %) |
Top 3 industries | Financials (38.39 %) Other (23.96 %) Energy (22.19 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | Australia (88.20 %) United States (5.61 %) New Zealand (3.84 %) |
Management fee | 0.4 % | 0.5 % |
Key Summary
JPHQ | SSO | |
|---|---|---|
Issuer | JPMorgan | SPDR |
Tracking index | S&P ASX Small Ordinaries | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.5 % |
Price | $60.50 | $14.48 |
Size | N/A | $26.966 million |
10Y return | N/A | 34.32 % |
Annual distribution yield (5Y) | 2.40 % | 6.16 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPHQ | SSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 2 |
Median incremental investment | $1,000.00 | $6,000.00 |
Median investment frequency | Quarterly | Weekly |
Median total investment | $5,324.00 | $1,665.20 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
JPHQ | SSO | |
|---|---|---|
Pros |
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Cons |
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JPHQ | SSO |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |