Compare AU
Compare FOOD 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 FOOD and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FOOD | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 42 | 14 |
Median incremental investment | $992.21 | $1,243.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $962.54 | $3,412.20 |
Average age group | 26 - 35 | > 35 |
Key Summary
FOOD | JEPI | |
|---|---|---|
Strategy | FOOD.AX was created on 2016-08-02 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The Investment objective of the Betashares Global Agriculture Companies ETF - Currency Hedged is to provide an investment returns that aims to track the performance of the Nasdaq Global ex - Australia company hedged AUD Index. | 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 | BRL - BRAZILIAN REAL (0 %) AUD - AUSTRALIA DOLLAR (0 %) CAD - CANADA DOLLAR (0 %) | Jpmorgan Eq Prem Income Active ETF (Managed Fund) (100 %) |
Top 3 industries | Other (84.05 %) Communication Services (33.94 %) Consumer Staples (6.43 %) | |
Top 3 countries | United States (50.10 %) Japan (17.48 %) Canada (8.23 %) | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) |
Management fee | 0.47 % | 0.4 % |
Key Summary
FOOD | JEPI | |
|---|---|---|
Issuer | BetaShares | JPMorgan |
Tracking index | Nasdaq Global ex-Australia Agriculture Companies Hedged AUD Index - AUD | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.47 % | 0.4 % |
Price | $6.46 | $56.40 |
Size | $63.089 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.32 % | 2.90 % |
Market | ASX | ASX |
First listed date | 04/08/2016 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FOOD | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 42 | 14 |
Median incremental investment | $992.21 | $1,243.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $962.54 | $3,412.20 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
FOOD | JEPI | |
|---|---|---|
Pros |
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Cons |
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FOOD | 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 |