Compare AU
Compare GGUS 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 GGUS and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GGUS | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 233 | 12 |
Median incremental investment | $1,024.25 | $1,243.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,922.06 | $3,276.42 |
Average age group | 26 - 35 | > 35 |
Key Summary
GGUS | JEPI | |
|---|---|---|
Strategy | GGUS.AX was created on 2015-08-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund provides investors with a simple way to obtain a cost-effective geared exposure to the returns of the U.S. sharemarket, hedged to 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 | ISHARES CORE S&P 500 ETF (216.81 %) AUD - AUSTRALIA DOLLAR (93.01 %) USD - UNITED STATES DOLLAR (-209.83 %) | Jpmorgan Eq Prem Income Active ETF (Managed Fund) (100 %) |
Top 3 industries | Other (83.88 %) Communication Services (16.12 %) | |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) |
Management fee | 0.8 % | 0.4 % |
Key Summary
GGUS | JEPI | |
|---|---|---|
Issuer | BetaShares | JPMorgan |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.4 % |
Price | $47.13 | $56.49 |
Size | $292.258 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 1.85 % | 2.78 % |
Market | ASX | ASX |
First listed date | 18/08/2015 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GGUS | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 233 | 12 |
Median incremental investment | $1,024.25 | $1,243.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,922.06 | $3,276.42 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GGUS | JEPI | |
|---|---|---|
Pros |
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Cons |
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GGUS | JEPI |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |