Compare AU
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, shares and ETFs are a popular choice. Two options in the ASX are JEPI and QYLD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JEPI | QYLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 25 |
Median incremental investment | $1,302.97 | $1,030.49 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,567.30 | $1,632.00 |
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. The ETF currently has 14.83m in AUM and 103 holdings. 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 Active ETF (100 %) | Apple Inc (8.75 %) Microsoft Corp (8.26 %) NVIDIA Corp (7.89 %) |
Top 3 industries | Information Technology (58.98 %) Communication Services (18.12 %) Consumer Discretionary (16.62 %) | |
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | United States (97.34 %) Netherlands (0.82 %) Brazil (0.69 %) |
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 | $51.70 | $10.88 |
Size | N/A | $15.453 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 3.21 % | 4.47 % |
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 | 17 | 25 |
Median incremental investment | $1,302.97 | $1,030.49 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,567.30 | $1,632.00 |
Average age group | > 35 | > 35 |
Pros and Cons
JEPI | QYLD | |
|---|---|---|
Pros |
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Cons |
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JEPI | QYLD |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |