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Compare JEPI vs. KSM
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 KSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JEPI | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 1 |
Median incremental investment | $999.60 | $1,004.26 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,100.93 | $944.72 |
Average age group | > 35 | 26 - 35 |
Key Summary
JEPI | KSM | |
|---|---|---|
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. | KSM.AX was created on 2013-12-01 by K2. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to deliver capital growth over the Long-Term by seeking out opportunities in undervalued companies in all market cycles |
Top 3 holdings | JPMorgan Equity Premium Income ETF (99.70 %) | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) |
Top 3 industries | ||
Top 3 countries | United States (98.35 %) Switzerland (0.85 %) Netherlands (0.80 %) | |
Management fee | 0.4 % | 1.31 % |
Key Summary
JEPI | KSM | |
|---|---|---|
Issuer | JPMorgan | K2 |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 1.31 % |
Price | $48.93 | $2.41 |
Size | $170.313 million | $9.870 million |
10Y return | N/A | 3.43 % |
Annual distribution/ dividend yield (5Y) | 5.02 % | 0.42 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 15/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JEPI | KSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 1 |
Median incremental investment | $999.60 | $1,004.26 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,100.93 | $944.72 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
JEPI | KSM | |
|---|---|---|
Pros |
| |
Cons |
|
JEPI | KSM |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |