Compare AU
Compare ACDC 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 ACDC and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ACDC | JEPI | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,323 | 12 |
Median incremental investment | $802.32 | $1,070.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,310.55 | $3,306.00 |
Average age group | 26 - 35 | > 35 |
Key Summary
ACDC | JEPI | |
|---|---|---|
Strategy | The Global X Battery Tech & Lithium ETF (ASX: ACDC) seeks to track the performance of The Solactive Global Lithium Index before account fees, expenses and taxes. The index invests in companies involved in the lithium business. This includes companies involved in all aspects of lithium, from mining and refining the metal, to producing batteries and Electric Vehicles (EVs). | 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 | Tesla Inc (5.48 %) Eos Energy Enterprises Inc Ordinary Shares Class A (4.70 %) Sumitomo Electric Industries Ltd (3.81 %) | Jpmorgan Eq Prem Income Active ETF (Managed Fund) (100 %) |
Top 3 industries | Consumer Discretionary (44.06 %) Industrials (38.02 %) Information Technology (17.92 %) | |
Top 3 countries | Japan (23.82 %) United States (18.30 %) Korea (13.38 %) | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) |
Management fee | 0.69 % | 0.4 % |
Key Summary
ACDC | JEPI | |
|---|---|---|
Issuer | Global X | JPMorgan |
Tracking index | Solactive Battery Value-Chain Index | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.69 % | 0.4 % |
Price | $87.37 | $57.00 |
Size | $511.858 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 4.05 % | 2.78 % |
Market | ASX | ASX |
First listed date | 03/09/2018 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ACDC | JEPI | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,323 | 12 |
Median incremental investment | $802.32 | $1,070.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,310.55 | $3,306.00 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ACDC | JEPI | |
|---|---|---|
Pros |
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Cons |
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ACDC | JEPI |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |