Compare AU

Compare JPEQ vs. IIGF

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 Intelligent Investor Aus Eq Grth Fund - Active ETF (IIGF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

JPEQ

IIGF

Popularity

Low

Low

Pearlers invested

2

17

Median incremental investment

$750.00

$1,038.06

Median investment frequency

Fortnightly

Monthly

Median total investment

$5,044.41

$2,062.05

Average age group

> 35

> 35


Key Summary

JPEQ

IIGF

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.

IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to achieve a return of 2% above the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment.

Top 3 holdings

JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %)

RPMGlobal Holdings Ltd (10.13 %)

CSL Ltd (6.83 %)

New Hope Corp Ltd (5.72 %)

Top 3 industries

Other (28.42 %)

Consumer Discretionary (15.54 %)

Information Technology (15.39 %)

Top 3 countries

United States (97.22 %)

Netherlands (1.57 %)

Brazil (0.79 %)

Australia (86.90 %)

New Zealand (7.31 %)

United States (5.79 %)

Management fee

0.4 %

0.97 %


Key Summary

JPEQ

IIGF

Issuer

JPMorgan

Intelligent Investor

Tracking index

Asset class

ETF

ETF

Management fee

0.4 %

0.97 %

Price

$65.94

$2.95

Size

N/A

$101.651 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.54 %

5.21 %

Market

ASX

ASX

First listed date

24/05/2023

05/10/2020

Purchase fee

$6.50

$6.50


Community Stats

JPEQ

IIGF

Popularity

Low

Low

Pearlers invested

2

17

Median incremental investment

$750.00

$1,038.06

Median investment frequency

Fortnightly

Monthly

Median total investment

$5,044.41

$2,062.05

Average age group

> 35

> 35


Pros and Cons

JPEQ

IIGF

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

JPEQ

IIGF

Lower exposure to AU market

Higher exposure to AU market

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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