Compare AU
Compare ISLM 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 ISLM and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ISLM | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 13 |
Median incremental investment | $543.50 | $1,243.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,520.70 | $3,307.54 |
Average age group | 26 - 35 | > 35 |
Key Summary
ISLM | JEPI | |
|---|---|---|
Strategy | ISLM.AX was created on 2020-10-17 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements- in the Benchmark over rolling 5 to 7 year timeframe through exposure to a diversified equities portfolio of shariah Compliant investments. | 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 | Pop Mart International Group Ltd Ordinary Shares (9.77 %) Air Products & Chemicals Inc (6.57 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (6.55 %) | Jpmorgan Eq Prem Income Active ETF (Managed Fund) (100 %) |
Top 3 industries | Other (22.46 %) Materials (19.49 %) Information Technology (19.45 %) | |
Top 3 countries | United States (39.31 %) Australia (26.55 %) China (10.94 %) | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) |
Management fee | 1.89 % | 0.4 % |
Key Summary
ISLM | JEPI | |
|---|---|---|
Issuer | Hejaz | JPMorgan |
Tracking index | MSCI World Islamic | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 1.89 % | 0.4 % |
Price | $1.11 | $56.31 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | - % | 2.90 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISLM | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 13 |
Median incremental investment | $543.50 | $1,243.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,520.70 | $3,307.54 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ISLM | JEPI | |
|---|---|---|
Pros |
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Cons |
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ISLM | 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 |
Lower distribution yield | Higher distribution yield |