Compare AU
Compare WVOL 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 iShares MSCI World Ex Aust Minimum Volatility ETF (WVOL) and the Jpm Us100Q Eq Prem Inc H Active ETF (Managed Fund) (JPHQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WVOL | JPHQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $2,005.19 | $1,000.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,664.53 | $4,312.80 |
Average age group | > 35 | 26 - 35 |
Key Summary
WVOL | JPHQ | |
|---|---|---|
Strategy | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 91.51m in AUM and 386 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. | 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 | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) |
Top 3 industries | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) | |
Top 3 countries | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) |
Management fee | 0.3 % | 0.4 % |
Key Summary
WVOL | JPHQ | |
|---|---|---|
Issuer | iShares | JPMorgan |
Tracking index | MSCI World Minimum Volatility (AUD) Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.4 % |
Price | $42.86 | $59.90 |
Size | $89.893 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.71 % | 2.40 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WVOL | JPHQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 1 |
Median incremental investment | $2,005.19 | $1,000.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $3,664.53 | $4,312.80 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WVOL | JPHQ | |
|---|---|---|
Pros |
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Cons |
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WVOL | JPHQ |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |