Compare AU
Compare PGTX 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, shares and ETFs are a popular choice. Two options in the ASX are PGTX and JPHQ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
--- | JPHQ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | - | $1,000.00 |
Median investment frequency | N/A | Quarterly |
Median total investment | $0 | $5,324.00 |
Average age group | N/A | 26 - 35 |
Key Summary
--- | JPHQ | |
|---|---|---|
Strategy | N/A | 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 | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) | |
Top 3 industries | ||
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | |
Management fee | N/A | 0.4 % |
Key Summary
--- | JPHQ | |
|---|---|---|
Issuer | N/A | JPMorgan |
Tracking index | N/A | |
Asset class | Stock | ETF |
Management fee | N/A | 0.4 % |
Price | $-- | $60.50 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 2.40 % |
Market | ASX | ASX |
First listed date | N/A | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
--- | JPHQ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | - | $1,000.00 |
Median investment frequency | N/A | Quarterly |
Median total investment | $0 | $5,324.00 |
Average age group | N/A | 26 - 35 |
Pros and Cons
--- | JPHQ | |
|---|---|---|
Pros |
| |
Cons |
|
--- | JPHQ |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower dividend/distribution yield | Higher dividend/distribution yield |