Compare AU

Compare JPEQ vs. EBND

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

Community Stats

JPEQ

EBND

Popularity

Low

Low

Pearlers invested

2

12

Median incremental investment

$750.00

$1,000.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,914.36

$1,514.66

Average age group

> 35

> 35


Key Summary

JPEQ

EBND

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.

EBND.AX was created on 2020-02-11 by VanEck. The fund's investment portfolio concentrates primarily on broad credit fixed income. EBND.AX aims to provide investors with a globally diversified portfolio of bonds and currencies in emerging markets. The fund aims to provide total investment returns, measured over the medium to long term in excess of the Benchmark

Top 3 holdings

JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %)

J.P. Morgan Emerging Markets Bonds (50/50 hedged) (100 %)

Top 3 industries

Top 3 countries

United States (97.22 %)

Netherlands (1.57 %)

Brazil (0.79 %)

Management fee

0.4 %

0.95 %


Key Summary

JPEQ

EBND

Issuer

JPMorgan

VanEck

Tracking index

Asset class

ETF

ETF

Management fee

0.4 %

0.95 %

Price

$64.24

$10.41

Size

N/A

$170.273 million

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

2.54 %

5.17 %

Market

ASX

ASX

First listed date

24/05/2023

13/02/2020

Purchase fee

$6.50

$6.50


Community Stats

JPEQ

EBND

Popularity

Low

Low

Pearlers invested

2

12

Median incremental investment

$750.00

$1,000.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,914.36

$1,514.66

Average age group

> 35

> 35


Pros and Cons

JPEQ

EBND

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

JPEQ

EBND

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield

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