Compare AU

Compare JEPI vs. XALG

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 are a popular choice. Two options in the ASX are JEPI and XALG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

JEPI

XALG

Popularity

Low

Low

Pearlers invested

12

1

Median incremental investment

$1,243.33

$993.50

Median investment frequency

Monthly

Daily

Median total investment

$3,276.42

$1,012.61

Average age group

> 35

< 26


Key Summary

JEPI

XALG

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.

XALG.AX was created on 2015-12-21 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform its benchmark after costs and over rolling three-year periods.

Top 3 holdings

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

Alphinity Global Equity Fund - Active ETF (100 %)

Top 3 industries

Top 3 countries

United States (97.04 %)

Netherlands (2.05 %)

Singapore (0.47 %)

Management fee

0.4 %

0.75 %


Key Summary

JEPI

XALG

Issuer

JPMorgan

Alphinity

Tracking index

S&P 500 - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.75 %

Price

$56.49

$12.30

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

2.78 %

1.74 %

Market

ASX

ASX

First listed date

09/11/2022

16/01/2023

Purchase fee

$6.50

$6.50


Community Stats

JEPI

XALG

Popularity

Low

Low

Pearlers invested

12

1

Median incremental investment

$1,243.33

$993.50

Median investment frequency

Monthly

Daily

Median total investment

$3,276.42

$1,012.61

Average age group

> 35

< 26


Pros and Cons

JEPI

XALG

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

JEPI

XALG

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

Home