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Compare JEPI vs. INES

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 are a popular choice. Two options in the ASX are JEPI and INES. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

JEPI

INES

Popularity

Low

Low

Pearlers invested

12

21

Median incremental investment

$1,416.65

$803.40

Median investment frequency

Monthly

Monthly

Median total investment

$3,262.50

$4,439.18

Average age group

> 35

> 35


Key Summary

JEPI

INES

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.

INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth.

Top 3 holdings

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

Intelligent Investor Ethical Share Fund (Managed Fund) (100 %)

Top 3 industries

Top 3 countries

United States (97.04 %)

Netherlands (2.05 %)

Singapore (0.47 %)

Management fee

0.4 %

0.97 %


Key Summary

JEPI

INES

Issuer

JPMorgan

Intelligent Investor

Tracking index

S&P 500 - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.97 %

Price

$56.25

$3.46

Size

N/A

$74.418 million

10Y return

N/A

N/A

Annual dividend yield (5Y)

2.67 %

4.41 %

Market

ASX

ASX

First listed date

09/11/2022

12/06/2019

Purchase fee

$6.50

$6.50


Community Stats

JEPI

INES

Popularity

Low

Low

Pearlers invested

12

21

Median incremental investment

$1,416.65

$803.40

Median investment frequency

Monthly

Monthly

Median total investment

$3,262.50

$4,439.18

Average age group

> 35

> 35


Pros and Cons

JEPI

INES

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

JEPI

INES

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

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