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Compare GLPR 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 iShares FTSE Gbl Property Ex Aus (Aud Hedged) ETF (GLPR) 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
GLPR | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 20 |
Median incremental investment | $1,526.00 | $1,135.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,512.76 | $2,888.05 |
Average age group | > 35 | > 35 |
Key Summary
GLPR | JEPI | |
|---|---|---|
Strategy | GLPR.AX was created on 2023-05-16 by iShares. The fund's investment portfolio concentrates primarily on real estate equity. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging). The index is designed to measure the AUD hedged performance of global developed market real estate securities. | 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 | Welltower Inc (7.59 %) Prologis Inc (7.17 %) | JPMorgan Equity Premium Income ETF (99.65 %) |
Top 3 industries | Other (76.00 %) Real Estate (24.00 %) Communication Services (0.69 %) | |
Top 3 countries | United States (74.39 %) Japan (5.44 %) United Kingdom of Great Britain and Northern Ireland (3.41 %) | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) |
Management fee | 0.15 % | 0.4 % |
Key Summary
GLPR | JEPI | |
|---|---|---|
Issuer | iShares | JPMorgan |
Tracking index | FTSE EPRA NAREIT Developed ex Australia Rental Hedged to AUD Index - AUD | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.15 % | 0.4 % |
Price | $26.59 | $52.51 |
Size | $520.628 million | $166.916 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.99 % | 4.90 % |
Market | ASX | ASX |
First listed date | 17/05/2023 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GLPR | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 20 |
Median incremental investment | $1,526.00 | $1,135.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,512.76 | $2,888.05 |
Average age group | > 35 | > 35 |
Pros and Cons
GLPR | JEPI | |
|---|---|---|
Pros |
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Cons |
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GLPR | JEPI |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |