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Compare AGGG 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 AGGG and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AGGG | JEPI | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 20 |
Median incremental investment | $0 | $1,135.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,897.95 |
Average age group | N/A | > 35 |
Key Summary
AGGG | JEPI | |
|---|---|---|
Strategy | N/A | 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 | iShares Core Global Aggregate Bond (Aud Hdg) ETF (100 %) | JPMorgan Equity Premium Income ETF (99.65 %) |
Top 3 industries | ||
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | |
Management fee | 0 % | 0.4 % |
Key Summary
AGGG | JEPI | |
|---|---|---|
Issuer | JPMorgan | |
Tracking index | S&P 500 - AUD | |
Asset class | Stock | ETF |
Management fee | 0 % | 0.4 % |
Price | $100.24 | $52.55 |
Size | N/A | $170.841 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 4.90 % |
Market | ASX | ASX |
First listed date | 05/11/2025 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AGGG | JEPI | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 20 |
Median incremental investment | $0 | $1,135.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,897.95 |
Average age group | N/A | > 35 |
Pros and Cons
AGGG | JEPI | |
|---|---|---|
Pros |
| |
Cons |
|
AGGG | JEPI |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower dividend/distribution yield | Higher dividend/distribution yield |