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Compare JPEQ vs. AASF
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 Us 100Q Equity Premium Income Active ETF (JPEQ) and the Airlie Australian Share Fund - Active ETF (AASF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPEQ | AASF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 12 |
Median incremental investment | $3,518.27 | $1,662.27 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $32,413.76 | $1,223.37 |
Average age group | > 35 | 26 - 35 |
Key Summary
JPEQ | AASF | |
|---|---|---|
Strategy | JPEQ.AX was created on 2023-05-23 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to seek current income while maintaining prospects for capital appreciation. | AASF.AX was created on 2018-06-01 by Airlie. The fund's investment portfolio concentrates primarily on total market equity. The Funds primary objective is to provide long-term capital growth and regular income through investment in Australian equities. |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.61 %) | BHP Group Ltd (10.77 %) CSL Ltd (6.36 %) Commonwealth Bank of Australia (6.35 %) |
Top 3 industries | Materials (24.59 %) Financials (21.58 %) Health Care (20.30 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | |
Management fee | 0.4 % | 0 % |
Key Summary
JPEQ | AASF | |
|---|---|---|
Issuer | JPMorgan | Airlie |
Tracking index | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0 % |
Price | $62.86 | $3.75 |
Size | $91.261 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.97 % | 3.68 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 03/06/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPEQ | AASF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 12 |
Median incremental investment | $3,518.27 | $1,662.27 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $32,413.76 | $1,223.37 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
JPEQ | AASF | |
|---|---|---|
Pros |
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Cons |
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JPEQ | AASF |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |