Compare AU
Compare ALFA 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 are a popular choice. Two options in the ASX are ALFA and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ALFA | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 17 |
Median incremental investment | $1,008.50 | $1,302.97 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,244.60 | $3,552.81 |
Average age group | > 35 | > 35 |
Key Summary
ALFA | JEPI | |
|---|---|---|
Strategy | ALFA.AX was created on 2025-01-21 by VanEck. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to outperform the S&P/ASX 200 Accumulation Index (Benchmark) over the medium to long term after fees and other costs. There is no guarantee that this objective will be achieved. | 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 | VanEck Australian Long Short Complex ETF (100 %) | Jpmorgan Equity Premium Income Active ETF (100 %) |
Top 3 industries | ||
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | |
Management fee | 0.39 % | 0.4 % |
Key Summary
ALFA | JEPI | |
|---|---|---|
Issuer | VanEck | JPMorgan |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.4 % |
Price | $19.60 | $51.49 |
Size | $9.871 million | N/A |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | - % | 3.21 % |
Market | ASX | ASX |
First listed date | 22/01/2025 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ALFA | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 17 |
Median incremental investment | $1,008.50 | $1,302.97 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,244.60 | $3,552.81 |
Average age group | > 35 | > 35 |
Pros and Cons
ALFA | JEPI | |
|---|---|---|
Pros |
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Cons |
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ALFA | JEPI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |