Compare AU
Compare DGGF 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 DGGF and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DGGF | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 25 | 17 |
Median incremental investment | $992.00 | $1,273.24 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $3,475.12 | $3,636.99 |
Average age group | > 35 | > 35 |
Key Summary
DGGF | JEPI | |
|---|---|---|
Strategy | DGGF.AX was created on 2019-12-05 by BetaShares. The fund's investment portfolio concentrates primarily on target risk asset allocation. The Fund will aim to: provide investors with a broadly diversified portfolio consistent with a growth risk-return profile, comprising investments selected according to ethical investment considerations | 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 | BETASHARES GLOBAL SUSTAINABILI (29.19 %) BETASHARES AUSTRALIAN SUSTAINA (27.70 %) BETASHARES ETHICAL AUSTRALIAN (18.26 %) | Jpmorgan Equity Premium Income Active ETF (100 %) |
Top 3 industries | Other (99.70 %) Communication Services (0.30 %) | |
Top 3 countries | United States (49.43 %) Australia (33.86 %) Japan (4.93 %) | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) |
Management fee | 0.26 % | 0.4 % |
Key Summary
DGGF | JEPI | |
|---|---|---|
Issuer | BetaShares | JPMorgan |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.4 % |
Price | $28.72 | $52.71 |
Size | $50.212 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 4.07 % | 3.36 % |
Market | ASX | ASX |
First listed date | 09/12/2019 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGGF | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 25 | 17 |
Median incremental investment | $992.00 | $1,273.24 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $3,475.12 | $3,636.99 |
Average age group | > 35 | > 35 |
Pros and Cons
DGGF | JEPI | |
|---|---|---|
Pros |
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Cons |
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DGGF | JEPI |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |