Compare AU
Compare JEPI vs. EINC
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 JEPI and EINC. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JEPI | EINC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 3 |
Median incremental investment | $1,243.33 | $765.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,287.44 | $10,354.08 |
Average age group | > 35 | > 35 |
Key Summary
JEPI | EINC | |
|---|---|---|
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. | EINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 22.13m in AUM and 47 holdings. The Fund aims to provide an after-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation |
Top 3 holdings | Jpmorgan Eq Prem Income Active ETF (Managed Fund) (100 %) | BetaShares Mrtn Currie Eqy Inc Fund (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | Australia (97.66 %) New Zealand (2.34 %) |
Management fee | 0.4 % | 0.85 % |
Key Summary
JEPI | EINC | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.85 % |
Price | $56.68 | $8.88 |
Size | N/A | $22.700 million |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 2.78 % | 5.87 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 19/02/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JEPI | EINC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 3 |
Median incremental investment | $1,243.33 | $765.45 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,287.44 | $10,354.08 |
Average age group | > 35 | > 35 |
Pros and Cons
JEPI | EINC | |
|---|---|---|
Pros |
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Cons |
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JEPI | EINC |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |