Compare AU
Compare JEPI vs. INES
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 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 |
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Cons |
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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 |