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Compare AU
Compare VHY 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Vanguard Australian Shares High Yield ETF (VHY) and the Jpmorgan Us 100Q Eq Prem Inc (Hedged) Active ETF (JPHQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VHY | JPHQ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,752 | 3 |
Median incremental investment | $1,000.00 | $1,000.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,420.17 | $3,244.66 |
Average age group | > 35 | 26 - 35 |
Key Summary
VHY | JPHQ | |
|---|---|---|
Strategy | VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 6227.66m in AUM and 77 holdings. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index before taking into account fees, expenses and tax. | 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 | BHP Group Ltd. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) | JPMorgan Nasdaq Equity Premium Inc ETF (96.81 %) |
Top 3 industries | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) | |
Top 3 countries | Australia (100.00 %) | United States (96.87 %) Netherlands (1.52 %) Canada (0.81 %) |
Management fee | 0.25 % | 0.4 % |
Key Summary
VHY | JPHQ | |
|---|---|---|
Issuer | Vanguard | JPMorgan |
Tracking index | FTSE Australia High Dividend Yield Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.4 % |
Price | $78.07 | $61.22 |
Size | $6.239 billion | $12.095 million |
10Y return | 46.61 % | N/A |
Annual distribution yield (5Y) | 5.85 % | 6.03 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VHY | JPHQ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,752 | 3 |
Median incremental investment | $1,000.00 | $1,000.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,420.17 | $3,244.66 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VHY | JPHQ | |
|---|---|---|
Pros |
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Cons |
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VHY | JPHQ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |