Compare AU
Compare DCOR 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 DCOR and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DCOR | JEPI | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 12 |
Median incremental investment | $1,400.50 | $1,428.03 |
Median investment frequency | Weekly | Monthly |
Median total investment | $2,796.20 | $3,203.34 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
DCOR | JEPI | |
---|---|---|
Strategy | DCOR.AX was created on 2024-09-04 by Daintree Funds. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide Investors with a higher income than generally available through term deposit and banking products. | 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 | Daintree Core Income Active ETF (100 %) | Jpmorgan Eq Prem Income Active ETF (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.46 % | 0.4 % |
Key Summary
DCOR | JEPI | |
---|---|---|
Issuer | Daintree Funds | JPMorgan |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.46 % | 0.4 % |
Price | $50.84 | $55.23 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 0.13 % | 2.68 % |
Market | ASX | ASX |
First listed date | 03/09/2024 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DCOR | JEPI | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 12 |
Median incremental investment | $1,400.50 | $1,428.03 |
Median investment frequency | Weekly | Monthly |
Median total investment | $2,796.20 | $3,203.34 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DCOR | JEPI | |
---|---|---|
Pros |
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Cons |
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DCOR | JEPI |
---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |