Compare AU
Compare A200 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 and ETFs are a popular choice. Two options in the ASX are A200 and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
A200 | JEPI | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 4,937 | 12 |
Median incremental investment | $1,077.08 | $1,416.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,799.71 | $3,261.34 |
Average age group | 26 - 35 | > 35 |
Key Summary
A200 | JEPI | |
|---|---|---|
Strategy | BetaShares Australia 200 ETF (ASX: A200) seeks to track the performance of the Solactive Australia 200 index before account fees, expenses, and taxes. The index tracks the largest 200 companies on the Australian Securities Exchange (ASX). | 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 | COMMONWEALTH BANK OF AUSTRALIA (10.83 %) BHP GROUP LTD (8.23 %) CSL LTD (5.53 %) | Jpmorgan Eq Prem Income Active ETF (Managed Fund) (100 %) |
Top 3 industries | Financials (33.78 %) Materials (18.08 %) Health Care (8.68 %) | |
Top 3 countries | Australia (95.07 %) United States (3.04 %) New Zealand (1.41 %) | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) |
Management fee | 0.04 % | 0.4 % |
Key Summary
A200 | JEPI | |
|---|---|---|
Issuer | BetaShares | JPMorgan |
Tracking index | Solactive Australia 200 Index - AUD | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.4 % |
Price | $140.05 | $56.68 |
Size | $6.258 billion | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 5.25 % | 2.78 % |
Market | ASX | ASX |
First listed date | 08/05/2018 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
A200 | JEPI | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 4,937 | 12 |
Median incremental investment | $1,077.08 | $1,416.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,799.71 | $3,261.34 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
A200 | JEPI | |
|---|---|---|
Pros |
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Cons |
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A200 | JEPI |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |