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Compare IESG 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 IESG and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IESG | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 19 |
Median incremental investment | $1,776.21 | $1,243.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,922.50 | $3,601.80 |
Average age group | 26 - 35 | > 35 |
Key Summary
IESG | JEPI | |
|---|---|---|
Strategy | IESG.AX was created on 2021-06-02 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 357.21m in AUM and 82 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The objective of the Fund is to provide exposure to large, mid and small cap segments of the Australian market with better sustainability credentials relative to their sector peers | 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 | COMMONWEALTH BANK OF AUSTRALIA (13.37 %) CSL LTD (9.02 %) WESFARMERS LTD (8.29 %) | Jpmorgan Equity Premium Income Active ETF (100 %) |
Top 3 industries | Financials (28.56 %) Materials (17.37 %) Health Care (11.16 %) | |
Top 3 countries | Australia (95.54 %) New Zealand (2.29 %) United States (2.18 %) | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) |
Management fee | 0.01 % | 0.4 % |
Key Summary
IESG | JEPI | |
|---|---|---|
Issuer | iShares | JPMorgan |
Tracking index | MSCI Australia IMI Custom ESG Leaders Index - AUD - Benchmark TR Gross | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.01 % | 0.4 % |
Price | $32.35 | $52.30 |
Size | $361.095 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.27 % | 4.76 % |
Market | ASX | ASX |
First listed date | 03/06/2021 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IESG | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 19 |
Median incremental investment | $1,776.21 | $1,243.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,922.50 | $3,601.80 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IESG | JEPI | |
|---|---|---|
Pros |
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Cons |
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IESG | 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 |