Compare AU
Compare JEGA vs. GPEQ
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 JEGA and GPEQ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JEGA | GPEQ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 32 |
Median incremental investment | $0 | $802.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,365.12 |
Average age group | N/A | > 35 |
Key Summary
JEGA | GPEQ | |
|---|---|---|
Strategy | JEGA.AX was created on 2024-07-30 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide income and long-term capital growth. | GPEQ.AX was created on 2021-11-23 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. GPEQ.AX gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. GPEQ.AX aims to provide investment returns before fees and other costs which track the performance of the Index. |
Top 3 holdings | Jpm Global Equity Premium Income Complex ETF (100 %) | Blackstone Inc (9.35 %) KKR & Co Inc Ordinary Shares (9.32 %) Apollo Global Management Inc Class A (9.29 %) |
Top 3 industries | Financials (100.00 %) | |
Top 3 countries | United States (70.14 %) Switzerland (8.64 %) Sweden (6.30 %) | |
Management fee | 0 % | 0.65 % |
Key Summary
JEGA | GPEQ | |
|---|---|---|
Issuer | JPMorgan | VanEck |
Tracking index | LPX 50 Index | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.65 % |
Price | $55.04 | $23.77 |
Size | N/A | $58.002 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.76 % | 1.49 % |
Market | ASX | ASX |
First listed date | 31/07/2024 | 24/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JEGA | GPEQ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 32 |
Median incremental investment | $0 | $802.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,365.12 |
Average age group | N/A | > 35 |
Pros and Cons
JEGA | GPEQ | |
|---|---|---|
Pros |
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Cons |
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JEGA | GPEQ |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |