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Compare JRHG vs. JPEQ
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 Jpmorgan Global Research En In Eqty (H) Active ETF (JRHG) and the Jpmorgan Us 100Q Equity Premium Income Active ETF (JPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JRHG | JPEQ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 6 |
Median incremental investment | $0 | $2,000.00 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $31,948.29 |
Average age group | N/A | > 35 |
Key Summary
JRHG | JPEQ | |
|---|---|---|
Strategy | JRHG.AX was created on 2023-11-16 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 41.57m in AUM and 639 holdings. | JPEQ.AX was created on 2023-05-23 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. |
Top 3 holdings | NVIDIA Corp (5.51 %) Apple Inc (5.14 %) Microsoft Corp (4.53 %) | JPMorgan Nasdaq Equity Premium Inc ETF (99.70 %) |
Top 3 industries | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | |
Management fee | 0.3 % | 0.4 % |
Key Summary
JRHG | JPEQ | |
|---|---|---|
Issuer | JPMorgan | JPMorgan |
Tracking index | MSCI World ex Australia - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.4 % |
Price | $74.43 | $62.46 |
Size | $41.840 million | $94.093 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.98 % | 6.07 % |
Market | ASX | ASX |
First listed date | 15/11/2023 | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JRHG | JPEQ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 6 |
Median incremental investment | $0 | $2,000.00 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $31,948.29 |
Average age group | N/A | > 35 |
Pros and Cons
JRHG | JPEQ | |
|---|---|---|
Pros |
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Cons |
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JRHG | JPEQ |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |