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Compare GARP vs. JPEQ
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 Global X S&P World Ex Australia Garp ETF (GARP) and the Jpmorgan Nasdaq Equity Premium Income Complex ETF (JPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GARP | JPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 59 | 17 |
Median incremental investment | $1,009.50 | $1,799.57 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,213.75 | $9,045.10 |
Average age group | > 35 | > 35 |
Key Summary
GARP | JPEQ | |
|---|---|---|
Strategy | GARP.AX was created on 2024-09-24 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide investors with a return that (before fees and expenses) tracks the performance of the S&P World Ex-Australia GARP.AX Index. | JPEQ.AX was created on 2023-05-23 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to seek current income while maintaining prospects for capital appreciation. |
Top 3 holdings | Microsoft Corp (6.29 %) Meta Platforms Inc Class A (6.19 %) NVIDIA Corp (5.61 %) | JPM Nasdaq Eq Prm Inc Act ETF USD Dist (99.75 %) |
Top 3 industries | Information Technology (29.10 %) Other (22.79 %) Communication Services (20.23 %) | |
Top 3 countries | United States (66.30 %) Japan (9.13 %) Netherlands (4.36 %) | United States (96.87 %) Netherlands (1.52 %) Canada (0.81 %) |
Management fee | 0 % | 0.4 % |
Key Summary
GARP | JPEQ | |
|---|---|---|
Issuer | Global X | JPMorgan |
Tracking index | S&P World Ex-Australia GARP Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.4 % |
Price | $12.65 | $62.38 |
Size | $130.328 million | $110.075 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.79 % | 6.53 % |
Market | ASX | ASX |
First listed date | 25/09/2024 | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GARP | JPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 59 | 17 |
Median incremental investment | $1,009.50 | $1,799.57 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,213.75 | $9,045.10 |
Average age group | > 35 | > 35 |
Pros and Cons
GARP | JPEQ | |
|---|---|---|
Pros |
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Cons |
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GARP | JPEQ |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |