Compare AU
Compare ETPMPT 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 ETPMPT and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ETPMPT | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 12 |
Median incremental investment | $575.00 | $1,070.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,983.45 | $3,306.00 |
Average age group | 26 - 35 | > 35 |
Key Summary
ETPMPT | JEPI | |
|---|---|---|
Strategy | ETPMPT.AX was created on 2009-01-02 by ETFS. The fund's investment portfolio concentrates primarily on platinum commodities. ETFS Physical Platinum (ETPMPT.AX) is designed to offer investors a simple, cost-efficient and secure way to access physical platinum by providing a return equivalent to the movements in the platinum 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 | Global X Metal Securities Australia Limited (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
ETPMPT | JEPI | |
|---|---|---|
Issuer | ETFS | JPMorgan |
Tracking index | LBMA Platinum Spot Price AUD | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.4 % |
Price | $139.77 | $57.00 |
Size | $22.624 million | N/A |
10Y return | -1.71 % | 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
ETPMPT | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 12 |
Median incremental investment | $575.00 | $1,070.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,983.45 | $3,306.00 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ETPMPT | JEPI | |
|---|---|---|
Pros |
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Cons |
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ETPMPT | JEPI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |