Compare AU

Compare JPEQ vs. CRED

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

Jpm Us100Q Eq Prem Inc Active ETF (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 Jpm Us100Q Eq Prem Inc Active ETF (Managed Fund) (JPEQ) and the BetaShares Australian Investment Grade Corporate Bond ETF (CRED). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

JPEQ

CRED

Popularity

Low

Low

Pearlers invested

2

20

Median incremental investment

$750.00

$4,556.75

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$5,044.41

$5,873.95

Average age group

> 35

> 35


Key Summary

JPEQ

CRED

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.

CRED.AX was created on 2018-05-31 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. CRED.AX aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of senior, fixed-rate, investment grade Australian corporate bonds.

Top 3 holdings

JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %)

CONTACT ENERGY LTD 6.398% NOV-30 (2.22 %)

VICINITY CENTRES TRUST 6.19% APR-34 (2.22 %)

REGISTRY FINANCE PTY LTD 5.739% JUN-34 (2.16 %)

Top 3 industries

Other (99.06 %)

Communication Services (0.94 %)

Top 3 countries

United States (97.22 %)

Netherlands (1.57 %)

Brazil (0.79 %)

Management fee

0.4 %

0.25 %


Key Summary

JPEQ

CRED

Issuer

JPMorgan

BetaShares

Tracking index

Solactive Australian Investment Grade Corporate Bond Select Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.25 %

Price

$65.94

$22.99

Size

N/A

$1.016 billion

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.54 %

4.51 %

Market

ASX

ASX

First listed date

24/05/2023

04/06/2018

Purchase fee

$6.50

$6.50


Community Stats

JPEQ

CRED

Popularity

Low

Low

Pearlers invested

2

20

Median incremental investment

$750.00

$4,556.75

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$5,044.41

$5,873.95

Average age group

> 35

> 35


Pros and Cons

JPEQ

CRED

Pros

  • Higher exposure to US market

  • Higher price growth

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

JPEQ

CRED

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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