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Compare S3GO 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 Firetrail S3 Global Opps Fund - Active ETF (S3GO) 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
S3GO | JHPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 1 |
Median incremental investment | $241.75 | $513.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,530.80 | $521.30 |
Average age group | > 35 | < 26 |
Key Summary
S3GO | JHPI | |
|---|---|---|
Strategy | S3GO.AX was created on 2021-11-03 by Firetraill. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the MSCI World Net Total Return Index over the long term (after fees). | 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 | NVIDIA Corp (7.22 %) Apple Inc (5.31 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.30 %) | JPMorgan Equity Premium Income ETF (99.95 %) |
Top 3 industries | Information Technology (25.44 %) Financials (21.39 %) Industrials (17.29 %) | |
Top 3 countries | United States (70.40 %) France (5.03 %) Netherlands (4.75 %) | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) |
Management fee | 0.72 % | 0.4 % |
Key Summary
S3GO | JHPI | |
|---|---|---|
Issuer | Firetraill | JPMorgan |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.72 % | 0.4 % |
Price | $6.66 | $52.13 |
Size | N/A | $9.399 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.32 % | 4.61 % |
Market | ASX | ASX |
First listed date | 10/10/2022 | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
S3GO | JHPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 1 |
Median incremental investment | $241.75 | $513.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,530.80 | $521.30 |
Average age group | > 35 | < 26 |
Pros and Cons
S3GO | JHPI | |
|---|---|---|
Pros |
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Cons |
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S3GO | JHPI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |