Compare AU

Compare ETPMPT vs. JEPI

Compare shares and ETFs on the ASX that you can trade on Pearler.

Global X Metal Securities Australia Limited

ASX

Buy

Buy

Overview
Performance

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

  • Higher price growth

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

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

Home