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Compare ZYUS 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 Global X S&P 500 High Yield Low Volatility ETF (ZYUS) 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
ZYUS | JHPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 83 | 1 |
Median incremental investment | $682.66 | $513.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,989.51 | $512.00 |
Average age group | > 35 | < 26 |
Key Summary
ZYUS | JHPI | |
|---|---|---|
Strategy | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index | 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 | Verizon Communications Inc (3.52 %) Conagra Brands Inc (3.14 %) Altria Group Inc (3.11 %) | JPMorgan Equity Premium Income ETF (95.41 %) |
Top 3 industries | Consumer Staples (32.40 %) Real Estate (29.02 %) Energy (20.31 %) | |
Top 3 countries | United States (97.95 %) United Kingdom of Great Britain and Northern Ireland (2.05 %) | United States (98.35 %) Switzerland (0.85 %) Netherlands (0.80 %) |
Management fee | 0.35 % | 0.4 % |
Key Summary
ZYUS | JHPI | |
|---|---|---|
Issuer | ETFS | JPMorgan |
Tracking index | S&P 500 Low Volatility High Dividend Index | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.4 % |
Price | $14.11 | $51.20 |
Size | $73.179 million | $9.414 million |
10Y return | 19.17 % | N/A |
Annual distribution yield (5Y) | 4.55 % | 4.67 % |
Market | ASX | ASX |
First listed date | 12/06/2015 | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ZYUS | JHPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 83 | 1 |
Median incremental investment | $682.66 | $513.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,989.51 | $512.00 |
Average age group | > 35 | < 26 |
Pros and Cons
ZYUS | JHPI | |
|---|---|---|
Pros |
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Cons |
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ZYUS | JHPI |
|---|---|
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 |