Compare AU
Compare USHY vs. JEPI
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 are a popular choice. Two options in the ASX are USHY and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
USHY | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 17 |
Median incremental investment | $7,000.00 | $1,359.81 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,283.74 | $4,475.25 |
Average age group | > 35 | > 35 |
Key Summary
USHY | JEPI | |
|---|---|---|
Strategy | USHY.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 18.25m in AUM and 1190 holdings. The Fund aims to provide consumers with a return that tracks the performance of the Solactive USD High Yield Corporates Total Market Hedged to AUD Index (the Index) before fees and expenses. | JEPI.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 current0F 1 income while maintaining prospects for capital appreciation. The Fund seeks to provide the majority of the returns associated with the S&P 500 Index while exposing investors to less risk through lower volatility and still offering incremental income. |
Top 3 holdings | Global X Usd High Yield Bond (Currency Hedged) ETF (100 %) | Jpmorgan Equity Premium Income Active ETF (100 %) |
Top 3 industries | ||
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | |
Management fee | 0.3 % | 0.4 % |
Key Summary
USHY | JEPI | |
|---|---|---|
Issuer | Global X | JPMorgan |
Tracking index | Solactive USD High Yield Corporates Total Market AUD Hedged Index - AUD - Benchmark TR Net Hedged | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.4 % |
Price | $10.31 | $52.65 |
Size | $18.018 million | N/A |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 2.90 % | 3.36 % |
Market | ASX | ASX |
First listed date | 04/07/2022 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USHY | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 17 |
Median incremental investment | $7,000.00 | $1,359.81 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,283.74 | $4,475.25 |
Average age group | > 35 | > 35 |
Pros and Cons
USHY | JEPI | |
|---|---|---|
Pros |
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Cons |
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USHY | JEPI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |