Compare AU
Compare JPHQ vs. VGS
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 MSCI Index International Shares ETF (VGS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPHQ | VGS | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 1 | 11,904 |
Median incremental investment | $1,000.00 | $1,075.43 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,336.32 | $3,932.04 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
JPHQ | VGS | |
|---|---|---|
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. | Vanguard MSCI Index International Shares ETF (ASX: VGS) seeks to track the performance of the MSCI World ex-Australia index before account fees, expenses and taxes. The index tracks the large and mid-cap stocks from 22 developed markets including the US, UK, Japan, Canada, France, Germany and Israel. |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) | Apple Inc. (5.40 %) Microsoft Corp. (4.13 %) Amazon.com Inc. (2.15 %) |
Top 3 industries | Information Technology (22.51 %) Financials (13.70 %) Health Care (12.53 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | United States (72.93 %) Japan (5.73 %) United Kingdom of Great Britain and Northern Ireland (3.77 %) |
Management fee | 0.4 % | 0.18 % |
Key Summary
JPHQ | VGS | |
|---|---|---|
Issuer | JPMorgan | Vanguard |
Tracking index | MSCI WorldexAustralia Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.18 % |
Price | $60.64 | $140.24 |
Size | N/A | N/A |
10Y return | N/A | 169.17 % |
Annual distribution yield (5Y) | 2.40 % | 2.37 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 20/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPHQ | VGS | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 1 | 11,904 |
Median incremental investment | $1,000.00 | $1,075.43 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,336.32 | $3,932.04 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
JPHQ | VGS | |
|---|---|---|
Pros |
|
|
Cons |
|
|
JPHQ | VGS |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |