Compare AU
Compare MOAT vs. JHPI
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 Morningstar US 'Wide Moat' (MOAT) and the Jpm Eqty Prem Inc H Active ETF (Managed Fund) (JHPI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | JHPI | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 523 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $4,439.49 | $0 |
Average age group | > 35 | N/A |
Key Summary
MOAT | JHPI | |
|---|---|---|
Strategy | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. | JHPI.AX was created on 2022-11-08 by JPMorgan. The fund's investment portfolio concentrates primarily on extended market equity. The investment objective of the Fund is to seek current1 income while maintaining prospects for capital appreciation. |
Top 3 holdings | Salesforce Inc (3.26 %) Bristol-Myers Squibb Co (2.95 %) Autodesk Inc (2.90 %) | JPMorgan Equity Premium Income ETF (99.83 %) |
Top 3 industries | Other (23.89 %) Health Care (21.03 %) Information Technology (20.60 %) | |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) |
Management fee | 0.49 % | 0.4 % |
Key Summary
MOAT | JHPI | |
|---|---|---|
Issuer | VanEck | JPMorgan |
Tracking index | Morningstar Wide Moat Focus Index - AUD | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.4 % |
Price | $134.09 | $54.14 |
Size | $1.007 billion | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.81 % | 1.87 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | JHPI | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 523 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $4,439.49 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
MOAT | JHPI | |
|---|---|---|
Pros |
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Cons |
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MOAT | JHPI |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |