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Compare JEPI vs. 29BB
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 Jpmorgan Equity Premium Income Active ETF (JEPI) and the Betashares 2029 Fixed Term Corp Bond Active ETF (29BB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JEPI | 29BB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 1 |
Median incremental investment | $999.60 | $10,000.00 |
Median investment frequency | Monthly | Daily |
Median total investment | $1,112.85 | $9,991.08 |
Average age group | > 35 | > 35 |
Key Summary
JEPI | 29BB | |
|---|---|---|
Strategy | 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. | 29BB.AX was created on 2025-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investors with access to a diversified portfolio of fixed-rate, investment grade, Australian dollar denominated corporate bonds with maturity dates occurring between May 2028 and May 2029, inclusive |
Top 3 holdings | JPMorgan Equity Premium Income ETF (99.70 %) | BANCO SANTANDER SA 5.796% JAN-29 (3.85 %) NSW ELECTRICITY NETWORKS 2.732% APR-29 (3.51 %) OPTUS FINANCE PTY LTD 2.6% NOV-28 (2.99 %) |
Top 3 industries | ||
Top 3 countries | United States (98.35 %) Switzerland (0.85 %) Netherlands (0.80 %) | |
Management fee | 0.4 % | 0 % |
Key Summary
JEPI | 29BB | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0 % |
Price | $49.46 | $24.54 |
Size | $169.599 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.89 % | 2.03 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 01/05/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JEPI | 29BB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 1 |
Median incremental investment | $999.60 | $10,000.00 |
Median investment frequency | Monthly | Daily |
Median total investment | $1,112.85 | $9,991.08 |
Average age group | > 35 | > 35 |
Pros and Cons
JEPI | 29BB | |
|---|---|---|
Pros |
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Cons |
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JEPI | 29BB |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |