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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, 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 Intelligent Investor Eth Share Fund - Active ETF (INES). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JEPI | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 20 |
Median incremental investment | $1,135.00 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,897.95 | $4,859.80 |
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 Equity Premium Income ETF (99.65 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.28 %) Visa Inc Class A (6.17 %) MA Financial Group Ltd (5.38 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | |
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 | $52.69 | $3.71 |
Size | $170.841 million | $78.993 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.90 % | 3.41 % |
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 | 20 | 20 |
Median incremental investment | $1,135.00 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,897.95 | $4,859.80 |
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 |
Higher distribution yield | Lower distribution yield |