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Compare JEPI vs. BEAR
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 Australian Equities Bear Complex ETF (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JEPI | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 3 |
Median incremental investment | $1,000.00 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,281.80 | $2,228.88 |
Average age group | > 35 | 26 - 35 |
Key Summary
JEPI | BEAR | |
|---|---|---|
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. | BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises). |
Top 3 holdings | JPMorgan Equity Premium Income ETF (99.70 %) | SPI 200 FUTURES MAR26 (0 %) AUD - AUSTRALIA DOLLAR (55.79 %) BETASHARES AUSTRALIAN CASH PLUS FUND (23.25 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | United States (98.35 %) Switzerland (0.85 %) Netherlands (0.80 %) | |
Management fee | 0.4 % | 1.38 % |
Key Summary
JEPI | BEAR | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 1.38 % |
Price | $49.95 | $7.46 |
Size | $172.156 million | $34.196 million |
10Y return | N/A | -57.82 % |
Annual distribution yield (5Y) | 5.02 % | 0.46 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JEPI | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 3 |
Median incremental investment | $1,000.00 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,281.80 | $2,228.88 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
JEPI | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
JEPI | BEAR |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |