Compare AU
Compare MHHT 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 Magellan High Conviction Trust - Active ETF (MHHT) 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
MHHT | JPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 2 |
Median incremental investment | $1,742.00 | $750.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $5,033.77 | $4,928.13 |
Average age group | > 35 | > 35 |
Key Summary
MHHT | JPEQ | |
|---|---|---|
Strategy | MHHT.AX was created on 2019-10-11 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Trust is to achieve attractive risk-adjusted returns over the medium to long-term. | 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 | Amazon.com Inc (9.10 %) Microsoft Corp (8.58 %) ASML Holding NV (7.16 %) | JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %) |
Top 3 industries | Information Technology (32.18 %) Consumer Discretionary (21.16 %) Financials (20.12 %) | |
Top 3 countries | United States (72.59 %) Netherlands (7.23 %) Canada (6.98 %) | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) |
Management fee | 1.5 % | 0.4 % |
Key Summary
MHHT | JPEQ | |
|---|---|---|
Issuer | Magellan | JPMorgan |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.4 % |
Price | $2.09 | $64.42 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.94 % | 2.54 % |
Market | ASX | ASX |
First listed date | 30/08/2021 | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MHHT | JPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 2 |
Median incremental investment | $1,742.00 | $750.00 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $5,033.77 | $4,928.13 |
Average age group | > 35 | > 35 |
Pros and Cons
MHHT | JPEQ | |
|---|---|---|
Pros |
| |
Cons |
|
MHHT | JPEQ |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |