Compare AU
Compare JPHQ vs. VBND
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 Vanguard Global Aggregate Bond Index (Hedged) ETF (VBND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPHQ | VBND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 122 |
Median incremental investment | $1,000.00 | $1,027.52 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,336.32 | $2,460.94 |
Average age group | 26 - 35 | > 35 |
Key Summary
JPHQ | VBND | |
|---|---|---|
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. | VBND.AX was created on 2017-10-10 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Global Aggregate Bond Index (Hedged) ETF seeks to track the return of the Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) | United States Treasury Note/Bond 4.25 2024-12-31 (0.39 %) United States Treasury Note/Bond 4.5 2024-11-30 (0.37 %) Italy Buoni Poliennali Del Tesoro 3.4 2025-03-28 (0.33 %) |
Top 3 industries | ||
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | |
Management fee | 0.4 % | 0.2 % |
Key Summary
JPHQ | VBND | |
|---|---|---|
Issuer | JPMorgan | Vanguard |
Tracking index | Bloomberg Barclays Global Aggregate Float Adjusted Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.2 % |
Price | $61.18 | $42.37 |
Size | N/A | $4.185 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.40 % | 3.65 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 12/10/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPHQ | VBND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 122 |
Median incremental investment | $1,000.00 | $1,027.52 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,336.32 | $2,460.94 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
JPHQ | VBND | |
|---|---|---|
Pros |
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Cons |
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JPHQ | VBND |
|---|---|
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 |