Compare AU

Compare MHG vs. JPEQ

Compare shares and ETFs on the ASX that you can trade on Pearler.

Magellan Global Equities Fund Currency Hedged (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 Magellan Global Equities Fund Currency Hedged (Managed Fund) (MHG) and the Jpm Us100Q Eq Prem Inc Active ETF (Managed Fund) (JPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MHG

JPEQ

Popularity

Low

Low

Pearlers invested

4

2

Median incremental investment

$1,494.46

$750.00

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$12,641.98

$4,582.35

Average age group

> 35

> 35


Key Summary

MHG

JPEQ

Strategy

MHG.AX was created on 2015-08-04 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. To achieve attractive risk-adjusted investment returns over the medium to long-term, While reducing the risk of permanent capital loss.

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

Microsoft Corp (7.40 %)

Amazon.com Inc (7.12 %)

SAP SE (5.24 %)

JPMorgan Nasdaq Equity Premium Inc ETF (99.70 %)

Top 3 industries

Information Technology (40.89 %)

Consumer Discretionary (22.62 %)

Financials (17.67 %)

Top 3 countries

United States (71.04 %)

Germany (10.37 %)

Netherlands (8.13 %)

United States (99.69 %)

Management fee

1.35 %

0.4 %


Key Summary

MHG

JPEQ

Issuer

Magellan

JPMorgan

Tracking index

MSCI World Index - Hedged to AUD

Asset class

ETF

ETF

Management fee

1.35 %

0.4 %

Price

$3.95

$59.90

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.01 %

2.39 %

Market

ASX

ASX

First listed date

10/08/2015

24/05/2023

Purchase fee

$6.50

$6.50


Community Stats

MHG

JPEQ

Popularity

Low

Low

Pearlers invested

4

2

Median incremental investment

$1,494.46

$750.00

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$12,641.98

$4,582.35

Average age group

> 35

> 35


Pros and Cons

MHG

JPEQ

Pros

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MHG

JPEQ

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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