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Compare JEPI vs. QYLD
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 Global X Nasdaq 100 Covered Call Complex ETF (QYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JEPI | QYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 24 |
Median incremental investment | $999.60 | $1,199.06 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,120.50 | $1,872.50 |
Average age group | > 35 | > 35 |
Key Summary
JEPI | QYLD | |
|---|---|---|
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. | QYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on large cap equity. Each Fund aims to provide investors with a return (before fees and other costs) that tracks the performance of the relevant Index. |
Top 3 holdings | JPMorgan Equity Premium Income ETF (99.70 %) | NVIDIA Corp (8.55 %) Apple Inc (7.71 %) Microsoft Corp (5.68 %) |
Top 3 industries | Information Technology (61.38 %) Communication Services (17.97 %) Consumer Discretionary (15.85 %) | |
Top 3 countries | United States (98.35 %) Switzerland (0.85 %) Netherlands (0.80 %) | United States (96.05 %) Canada (1.29 %) Netherlands (1.21 %) |
Management fee | 0.4 % | 0.6 % |
Key Summary
JEPI | QYLD | |
|---|---|---|
Issuer | JPMorgan | Global X |
Tracking index | S&P 500 - AUD | Cboe Nasdaq 100 Half BuyWrite V2 Index |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.6 % |
Price | $49.46 | $10.75 |
Size | $170.079 million | $21.602 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.89 % | 7.66 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JEPI | QYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 24 |
Median incremental investment | $999.60 | $1,199.06 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,120.50 | $1,872.50 |
Average age group | > 35 | > 35 |
Pros and Cons
JEPI | QYLD | |
|---|---|---|
Pros |
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Cons |
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JEPI | QYLD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |