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Compare FUEL 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Betashares Global Energy Comp Currency Hedged ETF (FUEL) and the Jpmorgan Equity Premium Income Active ETF (JEPI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
FUEL | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 146 | 23 |
Median incremental investment | $1,067.67 | $999.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,366.70 | $1,066.78 |
Average age group | > 35 | > 35 |
Key Summary
FUEL | JEPI | |
|---|---|---|
Strategy | FUEL.AX was created on 2016-06-16 by BetaShares. The fund's investment portfolio concentrates primarily on energy equity. The fund aims to track the performance of an index (before fees and expenses) that comprises the largest global energy companies (ex-Australia), hedged into Australian dollars. | 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 Equity Premium Income ETF (99.70 %) |
Top 3 industries | Other (80.63 %) Communication Services (33.88 %) Energy (18.47 %) | |
Top 3 countries | United States (50.76 %) Canada (17.56 %) United Kingdom of Great Britain and Northern Ireland (11.99 %) | United States (98.35 %) Switzerland (0.85 %) Netherlands (0.80 %) |
Management fee | 0.57 % | 0.4 % |
Key Summary
FUEL | JEPI | |
|---|---|---|
Issuer | BetaShares | JPMorgan |
Tracking index | Nasdaq Global ex-Australia Energy Hedged AUD Index - AUD | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.57 % | 0.4 % |
Price | $8.65 | $48.68 |
Size | $276.781 million | $165.303 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.03 % | 5.03 % |
Market | ASX | ASX |
First listed date | 20/06/2016 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FUEL | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 146 | 23 |
Median incremental investment | $1,067.67 | $999.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,366.70 | $1,066.78 |
Average age group | > 35 | > 35 |
Pros and Cons
FUEL | JEPI | |
|---|---|---|
Pros |
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Cons |
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FUEL | 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 |