Compare AU
Compare BTXX 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 BTXX and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BTXX | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 12 |
Median incremental investment | $808.50 | $1,070.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $912.60 | $3,306.00 |
Average age group | > 35 | > 35 |
Key Summary
BTXX | JEPI | |
|---|---|---|
Strategy | The fund's investment portfolio concentrates primarily on long btc, short usd currency. The Fund aims to deliver a return that tracks the performance of the price of Bitcoin (before 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 | DigitalX Bitcoin ETF (100 %) | Jpmorgan Eq Prem Income Active ETF (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | |
Management fee | 0.49 % | 0.4 % |
Key Summary
BTXX | JEPI | |
|---|---|---|
Issuer | DigitalX | JPMorgan |
Tracking index | CME CF BITCOIN REFERENCE RATE (BRR | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.4 % |
Price | $33.80 | $57.00 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | - % | 2.78 % |
Market | ASX | ASX |
First listed date | 11/07/2024 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BTXX | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 12 |
Median incremental investment | $808.50 | $1,070.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $912.60 | $3,306.00 |
Average age group | > 35 | > 35 |
Pros and Cons
BTXX | JEPI | |
|---|---|---|
Pros |
| |
Cons |
|
BTXX | JEPI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |