Compare AU
Compare JEPI vs. SWTZ
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 are a popular choice. Two options in the ASX are JEPI and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JEPI | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 5 |
Median incremental investment | $1,416.65 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,261.34 | $1,982.50 |
Average age group | > 35 | > 35 |
Key Summary
JEPI | SWTZ | |
|---|---|---|
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. | SWTZ.AX was created on 2017-02-23 by AGP. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with an income return that exceeds the S&P/ASX 100 Accumulation Index (Index) (after fees) over rolling 12-month periods, while also maintaining a lower level of volatility relative to the Index over rolling 12-month periods. |
Top 3 holdings | Jpmorgan Eq Prem Income Active ETF (Managed Fund) (100 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | |
Management fee | 0.4 % | 0.89 % |
Key Summary
JEPI | SWTZ | |
|---|---|---|
Issuer | JPMorgan | AGP |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.89 % |
Price | $56.68 | $2.50 |
Size | N/A | $58.771 million |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 2.78 % | 7.16 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JEPI | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 5 |
Median incremental investment | $1,416.65 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,261.34 | $1,982.50 |
Average age group | > 35 | > 35 |
Pros and Cons
JEPI | SWTZ | |
|---|---|---|
Pros |
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Cons |
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JEPI | SWTZ |
|---|---|
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 |