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Compare T3MP vs. HVLU
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 T3MP and HVLU. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
T3MP | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $567.50 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $574.65 | $27,293.70 |
Average age group | < 26 | > 35 |
Key Summary
T3MP | HVLU | |
|---|---|---|
Strategy | T3MP.AX was created on 2022-11-28 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to achieve a return through investing in equity securities of companies with exposure to the theme of climate change solutions. | HVLU.AX was created on 2023-11-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. |
Top 3 holdings | SSE PLC (4.55 %) Trane Technologies PLC Class A (4.52 %) Quanta Services Inc (4.50 %) | VanEck MSCI International Value (Aud Hedged) ETF (100 %) |
Top 3 industries | Industrials (61.18 %) Utilities (31.58 %) Consumer Discretionary (9.68 %) | |
Top 3 countries | United States (41.52 %) France (12.60 %) Japan (7.95 %) | |
Management fee | 0.55 % | 0.29 % |
Key Summary
T3MP | HVLU | |
|---|---|---|
Issuer | JPMorgan | VanEck |
Tracking index | MSCI All Country World Index - Benchmark TR Net | MSCI World ex Australia Enhanced Value Top 250 Select 100% Hedged to AUD Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.29 % |
Price | $63.85 | $28.66 |
Size | N/A | $31.897 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.86 % | 3.89 % |
Market | ASX | ASX |
First listed date | 08/12/2022 | 08/11/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
T3MP | HVLU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $567.50 | $6,000.00 |
Median investment frequency | Monthly | Weekly |
Median total investment | $574.65 | $27,293.70 |
Average age group | < 26 | > 35 |
Pros and Cons
T3MP | HVLU | |
|---|---|---|
Pros |
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Cons |
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T3MP | HVLU |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |