Compare AU
Compare JEPI vs. IEAT
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 and ETFs are a popular choice. Two options in the ASX are JEPI and IEAT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JEPI | IEAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 8 |
Median incremental investment | $1,243.33 | $545.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,287.44 | $2,661.10 |
Average age group | > 35 | > 35 |
Key Summary
JEPI | IEAT | |
|---|---|---|
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. | IEAT.AT was created on 2022-05-31 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the BetaShares Future of Food ETF is to provide an investment return that aims to track the performance of the Foxberry Next Generation Foods USD Net Total Return Index (the Index), before taking into account fees and expenses |
Top 3 holdings | Jpmorgan Eq Prem Income Active ETF (Managed Fund) (100 %) | Archer-Daniels Midland Co (8.57 %) FMC Corp (7.47 %) Bunge Ltd (7.08 %) |
Top 3 industries | Materials (57.33 %) Consumer Staples (42.67 %) Industrials (4.75 %) | |
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | United States (52.47 %) Switzerland (14.62 %) Ireland (8.49 %) |
Management fee | 0.4 % | 0.67 % |
Key Summary
JEPI | IEAT | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | S&P 500 - AUD | Foxberry Next Generation Foods Index - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.67 % |
Price | $56.24 | $11.57 |
Size | N/A | $2.227 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 2.78 % | 0.39 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 01/06/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JEPI | IEAT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 8 |
Median incremental investment | $1,243.33 | $545.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,287.44 | $2,661.10 |
Average age group | > 35 | > 35 |
Pros and Cons
JEPI | IEAT | |
|---|---|---|
Pros |
| |
Cons |
|
JEPI | IEAT |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |