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Compare IVV 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 S&P 500 ETF (IVV) 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
IVV | JEPI | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 22,645 | 22 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,982.18 | $1,314.82 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | JEPI | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 ETF TRUST (99.97 %) AUD CASH (0.08 %) USD/AUD (0.00 %) | JPMorgan Equity Premium Income ETF (99.70 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.12 %) | United States (98.35 %) Switzerland (0.85 %) Netherlands (0.80 %) |
Management fee | 0.04 % | 0.4 % |
Key Summary
IVV | JEPI | |
|---|---|---|
Issuer | iShares | JPMorgan |
Tracking index | S&P 500 | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.4 % |
Price | $62.93 | $50.57 |
Size | $12.583 billion | $172.156 million |
10Y return | 250.20 % | N/A |
Annual distribution yield (5Y) | 1.22 % | 5.02 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | JEPI | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 22,645 | 22 |
Median incremental investment | $993.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,982.18 | $1,314.82 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | JEPI | |
|---|---|---|
Pros |
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Cons |
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IVV | JEPI |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |