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Compare ATEC 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 ATEC and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ATEC | JEPI | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 252 | 19 |
Median incremental investment | $993.50 | $1,243.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,149.00 | $3,089.83 |
Average age group | > 35 | > 35 |
Key Summary
ATEC | JEPI | |
---|---|---|
Strategy | ATEC.AX was created on 2020-03-04 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the S&P/ASX All Technology Index (the βIndexβ), before taking into account fees and expenses. | 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 | WISETECH GLOBAL LTD (10.93 %) XERO LTD (10.15 %) PRO MEDICUS LTD (10.15 %) | Jpmorgan Equity Premium Income Active ETF (100 %) |
Top 3 industries | Information Technology (48.15 %) Communication Services (23.43 %) Health Care (10.02 %) | |
Top 3 countries | Australia (82.51 %) New Zealand (10.88 %) United States (6.62 %) | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) |
Management fee | 0.48 % | 0.4 % |
Key Summary
ATEC | JEPI | |
---|---|---|
Issuer | BetaShares | JPMorgan |
Tracking index | S&P/ASX All Technology Index - AUD | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0.4 % |
Price | $30.70 | $52.37 |
Size | $380.731 million | N/A |
10Y return | N/A | N/A |
Annual distribution/βdividend yield (5Y) | 1.49 % | 3.52 % |
Market | ASX | ASX |
First listed date | 05/03/2020 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ATEC | JEPI | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 252 | 19 |
Median incremental investment | $993.50 | $1,243.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,149.00 | $3,089.83 |
Average age group | > 35 | > 35 |
Pros and Cons
ATEC | JEPI | |
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Pros |
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Cons |
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ATEC | JEPI |
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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 |
Lower distribution yield | Higher distribution yield |