Compare AU
Compare ETPMPD 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 ETPMPD and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ETPMPD | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 12 |
Median incremental investment | $700.00 | $1,243.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,850.29 | $3,287.44 |
Average age group | 26 - 35 | > 35 |
Key Summary
ETPMPD | JEPI | |
|---|---|---|
Strategy | ETPMPD.AX was created on 2009-01-02 by MUFG. The fund's investment portfolio concentrates primarily on palladium commodities. ETFS Physical Palladium (ASX Code: ETPMPD.AX) is designed to offer investors a simple, cost efficient and secure way to access physical palladium by providing a return equivalent to the movements in the palladium spot price less the applicable management fee. | 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 | Physical Palladium (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
ETPMPD | JEPI | |
|---|---|---|
Issuer | MUFG | JPMorgan |
Tracking index | LBMA Palladium Spot Price AUD | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.4 % |
Price | $142.33 | $56.68 |
Size | $10.901 million | N/A |
10Y return | 64.51 % | N/A |
Annual dividend yield (5Y) | - % | 2.78 % |
Market | ASX | ASX |
First listed date | 30/01/2009 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ETPMPD | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 12 |
Median incremental investment | $700.00 | $1,243.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,850.29 | $3,287.44 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ETPMPD | JEPI | |
|---|---|---|
Pros |
| |
Cons |
|
ETPMPD | JEPI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |