Compare AU
Compare JPHQ vs. VDGR
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 Diversified Growth Index ETF (VDGR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPHQ | VDGR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 107 |
Median incremental investment | $1,000.00 | $1,052.75 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,324.00 | $3,240.54 |
Average age group | 26 - 35 | > 35 |
Key Summary
JPHQ | VDGR | |
|---|---|---|
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. | VDGR.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund seeks to achieve its objective by employing a passive investment strategy that tracks the weighted average return of the various indices of the Underlying Funds in which the Fund invests, in proportion to the SAA for the Fund, before takinginto account fees, expenses and tax |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) | BHP Group Ltd. (3.01 %) Commonwealth Bank of Australia (2.40 %) CSL Ltd. (1.89 %) |
Top 3 industries | Other (31.32 %) Financials (13.67 %) Information Technology (9.13 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | United States (39.83 %) Australia (38.22 %) Japan (3.61 %) |
Management fee | 0.4 % | 0.27 % |
Key Summary
JPHQ | VDGR | |
|---|---|---|
Issuer | JPMorgan | Vanguard |
Tracking index | 28% S&P/ASX 300 Index - 20.5% MSCI World ex-Australia Index - 12.5% MSCI World ex Australia Hedged to AUD Index - 5% MSCI World ex-Australia Small Cap Index - 34% Other Benchmark | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.27 % |
Price | $60.50 | $63.54 |
Size | N/A | $1.222 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.40 % | 5.01 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 22/11/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPHQ | VDGR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 107 |
Median incremental investment | $1,000.00 | $1,052.75 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,324.00 | $3,240.54 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
JPHQ | VDGR | |
|---|---|---|
Pros |
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Cons |
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JPHQ | VDGR |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |