Compare AU
Compare MOAT vs. JPHQ
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 Us100Q Eq Prem Inc H Active ETF (Managed Fund) (JPHQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | JPHQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 522 | 1 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,422.99 | $5,324.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
MOAT | JPHQ | |
|---|---|---|
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. | 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. |
Top 3 holdings | Salesforce Inc (3.26 %) Bristol-Myers Squibb Co (2.95 %) Autodesk Inc (2.90 %) | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) |
Top 3 industries | Health Care (38.79 %) Other (23.89 %) Information Technology (21.95 %) | |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) |
Management fee | 0.49 % | 0.4 % |
Key Summary
MOAT | JPHQ | |
|---|---|---|
Issuer | VanEck | JPMorgan |
Tracking index | Morningstar Wide Moat Focus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.4 % |
Price | $134.03 | $60.50 |
Size | $1.072 billion | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.81 % | 2.40 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | JPHQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 522 | 1 |
Median incremental investment | $1,000.00 | $1,000.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $4,422.99 | $5,324.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MOAT | JPHQ | |
|---|---|---|
Pros |
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Cons |
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MOAT | JPHQ |
|---|---|
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 |