Compare AU

Compare JEPI vs. A200

Compare shares and ETFs on the ASX that you can trade on Pearler.

Jpmorgan Eq Prem Income Active ETF (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are JEPI and A200. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

JEPI

A200

Popularity

Low

Medium

Pearlers invested

12

4,953

Median incremental investment

$1,243.33

$1,078.59

Median investment frequency

Monthly

Monthly

Median total investment

$3,250.32

$3,652.29

Average age group

> 35

26 - 35


Key Summary

JEPI

A200

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.

BetaShares Australia 200 ETF (ASX: A200) seeks to track the performance of the Solactive Australia 200 index before account fees, expenses, and taxes. The index tracks the largest 200 companies on the Australian Securities Exchange (ASX).

Top 3 holdings

Jpmorgan Eq Prem Income Active ETF (Managed Fund) (100 %)

COMMONWEALTH BANK OF AUSTRALIA (10.63 %)

BHP GROUP LTD (7.98 %)

CSL LTD (5.68 %)

Top 3 industries

Financials (33.91 %)

Materials (17.89 %)

Health Care (8.74 %)

Top 3 countries

United States (97.04 %)

Netherlands (2.05 %)

Singapore (0.47 %)

Australia (95.07 %)

United States (3.04 %)

New Zealand (1.41 %)

Management fee

0.4 %

0.04 %


Key Summary

JEPI

A200

Issuer

JPMorgan

BetaShares

Tracking index

S&P 500 - AUD

Solactive Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.04 %

Price

$56.34

$137.57

Size

N/A

$6.279 billion

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

2.78 %

5.25 %

Market

ASX

ASX

First listed date

09/11/2022

08/05/2018

Purchase fee

$6.50

$6.50


Community Stats

JEPI

A200

Popularity

Low

Medium

Pearlers invested

12

4,953

Median incremental investment

$1,243.33

$1,078.59

Median investment frequency

Monthly

Monthly

Median total investment

$3,250.32

$3,652.29

Average age group

> 35

26 - 35


Pros and Cons

JEPI

A200

Pros

  • Higher exposure to US market

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

JEPI

A200

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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