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Compare GROW 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 GROW and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GROW | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 20 |
Median incremental investment | $1,000.00 | $994.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $791.62 | $1,635.40 |
Average age group | 26 - 35 | > 35 |
Key Summary
GROW | JEPI | |
|---|---|---|
Strategy | GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim | 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 | Schroder Real Return Active ETF (100 %) | JPMorgan Equity Premium Income ETF (99.67 %) |
Top 3 industries | ||
Top 3 countries | United States (39.91 %) Australia (21.26 %) Japan (7.98 %) | United States (98.35 %) Switzerland (0.85 %) Netherlands (0.80 %) |
Management fee | 0.84 % | 0.4 % |
Key Summary
GROW | JEPI | |
|---|---|---|
Issuer | Schroder | JPMorgan |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.84 % | 0.4 % |
Price | $4.07 | $48.10 |
Size | $59.293 million | $160.690 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.35 % | 5.08 % |
Market | ASX | ASX |
First listed date | 16/08/2016 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GROW | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 20 |
Median incremental investment | $1,000.00 | $994.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $791.62 | $1,635.40 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GROW | JEPI | |
|---|---|---|
Pros |
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Cons |
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GROW | JEPI |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |