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Compare ROBO 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 Global X Robo Global Robotics & Automation ETF (ROBO) and the Jpmorgan Equity Premium Income (Hedged) Active ETF (JHPI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ROBO | JHPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 535 | 1 |
Median incremental investment | $650.00 | $513.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,386.15 | $511.20 |
Average age group | > 35 | < 26 |
Key Summary
ROBO | JHPI | |
|---|---|---|
Strategy | ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global Robotics and Automation Index (the Index) | 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 | Teradyne Inc (2.30 %) Intuitive Surgical Inc (2.05 %) Symbotic Inc Ordinary Shares - Class A (2.04 %) | JPMorgan Equity Premium Income ETF (97.99 %) |
Top 3 industries | Industrials (52.46 %) Information Technology (47.54 %) Consumer Staples (15.08 %) | |
Top 3 countries | United States (42.78 %) Japan (18.81 %) Taiwan (8.37 %) | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) |
Management fee | 0.82 % | 0.4 % |
Key Summary
ROBO | JHPI | |
|---|---|---|
Issuer | Global X | JPMorgan |
Tracking index | ROBO Global Robotics and Automation TR Index | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.82 % | 0.4 % |
Price | $90.06 | $50.94 |
Size | $257.766 million | $7.309 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.76 % | 4.53 % |
Market | ASX | ASX |
First listed date | 14/09/2017 | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ROBO | JHPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 535 | 1 |
Median incremental investment | $650.00 | $513.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,386.15 | $511.20 |
Average age group | > 35 | < 26 |
Pros and Cons
ROBO | JHPI | |
|---|---|---|
Pros |
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Cons |
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ROBO | JHPI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |