Compare AU
Compare JEGA 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 are a popular choice. Two options in the ASX are JEGA and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JEGA | JEPI | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 17 |
Median incremental investment | $0 | $1,302.97 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,567.30 |
Average age group | N/A | > 35 |
Key Summary
JEGA | JEPI | |
|---|---|---|
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. | 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 | Jpm Global Equity Premium Income Complex ETF (100 %) | Jpmorgan Equity Premium Income Active ETF (100 %) |
Top 3 industries | ||
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | |
Management fee | 0 % | 0.4 % |
Key Summary
JEGA | JEPI | |
|---|---|---|
Issuer | JPMorgan | JPMorgan |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.4 % |
Price | $53.30 | $51.70 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 0.99 % | 3.21 % |
Market | ASX | ASX |
First listed date | 31/07/2024 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JEGA | JEPI | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 17 |
Median incremental investment | $0 | $1,302.97 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,567.30 |
Average age group | N/A | > 35 |
Pros and Cons
JEGA | JEPI | |
|---|---|---|
Pros |
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Cons |
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JEGA | JEPI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |