Compare AU
Compare DZZF vs. JPEQ
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the BetaShares Ethical Diversified High Growth (DZZF) and the Jpm Us100Q Eq Prem Inc Active ETF (Managed Fund) (JPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DZZF | JPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 405 | 2 |
Median incremental investment | $1,044.04 | $750.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,820.60 | $4,961.03 |
Average age group | 26 - 35 | > 35 |
Key Summary
DZZF | JPEQ | |
|---|---|---|
Strategy | The fund aims to track the weighted average performance of the underlying ETFs like FAIR and ETHI before considering additional fees, expenses, and taxes. | JPEQ.AX was created on 2023-05-23 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to seek current income while maintaining prospects for capital appreciation. |
Top 3 holdings | BETASHARES GLOBAL SUSTAINABILI (39.03 %) BETASHARES AUSTRALIAN SUSTAINA (33.61 %) BETASHARES GLOBAL SUSTAINABILI (16.81 %) | JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %) |
Top 3 industries | Other (99.77 %) Communication Services (0.23 %) | |
Top 3 countries | United States (49.43 %) Australia (33.87 %) Japan (4.93 %) | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) |
Management fee | 0.39 % | 0.4 % |
Key Summary
DZZF | JPEQ | |
|---|---|---|
Issuer | BetaShares | JPMorgan |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.4 % |
Price | $31.34 | $64.85 |
Size | $100.315 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.70 % | 2.54 % |
Market | ASX | ASX |
First listed date | 12/12/2019 | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DZZF | JPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 405 | 2 |
Median incremental investment | $1,044.04 | $750.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,820.60 | $4,961.03 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DZZF | JPEQ | |
|---|---|---|
Pros |
|
|
Cons |
|
|
DZZF | JPEQ |
|---|---|
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 |