Compare AU
Compare AASF vs. JPEQ
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 AASF and JPEQ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AASF | JPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 2 |
Median incremental investment | $1,993.50 | $750.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,469.82 | $4,944.96 |
Average age group | 26 - 35 | > 35 |
Key Summary
AASF | JPEQ | |
|---|---|---|
Strategy | N/A | JPEQ.AX was created on 2023-05-23 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 | Airlie Australian Share Fund (Managed Fund) (100 %) | JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %) |
Top 3 industries | ||
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | |
Management fee | 0 % | 0.4 % |
Key Summary
AASF | JPEQ | |
|---|---|---|
Issuer | JPMorgan | |
Tracking index | ||
Asset class | Stock | ETF |
Management fee | 0 % | 0.4 % |
Price | $3.92 | $64.85 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.30 % | 2.54 % |
Market | ASX | ASX |
First listed date | 03/06/2020 | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AASF | JPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 2 |
Median incremental investment | $1,993.50 | $750.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,469.82 | $4,944.96 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
AASF | JPEQ | |
|---|---|---|
Pros |
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Cons |
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AASF | JPEQ |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Higher dividend/distribution yield | Lower dividend/distribution yield |