Compare AU

Compare JEPI vs. SSO

Compare shares and ETFs on the ASX that you can trade on Pearler.

Jpmorgan Eq Prem Income Active ETF (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 SSO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

JEPI

SSO

Popularity

Low

Low

Pearlers invested

12

2

Median incremental investment

$1,243.33

$6,000.00

Median investment frequency

Monthly

Weekly

Median total investment

$3,276.42

$1,665.20

Average age group

> 35

> 35


Key Summary

JEPI

SSO

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.

SSO.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 27.38m in AUM and 203 holdings. The SPDR S&P/ASX Small Ordinaries Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX Small Ordinaries Index.

Top 3 holdings

Jpmorgan Eq Prem Income Active ETF (Managed Fund) (100 %)

Life360 Inc Chess Depository Interest (1.90 %)

Alcoa Corp Chess Depository Receipt (1.60 %)

Pinnacle Investment Management Group Ltd (1.53 %)

Top 3 industries

Financials (38.39 %)

Other (23.96 %)

Energy (22.19 %)

Top 3 countries

United States (97.04 %)

Netherlands (2.05 %)

Singapore (0.47 %)

Australia (88.20 %)

United States (5.61 %)

New Zealand (3.84 %)

Management fee

0.4 %

0.5 %


Key Summary

JEPI

SSO

Issuer

JPMorgan

SPDR

Tracking index

S&P 500 - AUD

S&P ASX Small Ordinaries

Asset class

ETF

ETF

Management fee

0.4 %

0.5 %

Price

$56.49

$14.48

Size

N/A

$26.966 million

10Y return

N/A

34.32 %

Annual dividend/โ€Šdistribution yield (5Y)

2.78 %

6.16 %

Market

ASX

ASX

First listed date

09/11/2022

13/04/2011

Purchase fee

$6.50

$6.50


Community Stats

JEPI

SSO

Popularity

Low

Low

Pearlers invested

12

2

Median incremental investment

$1,243.33

$6,000.00

Median investment frequency

Monthly

Weekly

Median total investment

$3,276.42

$1,665.20

Average age group

> 35

> 35


Pros and Cons

JEPI

SSO

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

JEPI

SSO

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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