Compare AU
Compare JPEQ vs. IIGF
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 Jpm Us100Q Eq Prem Inc Active ETF (Managed Fund) (JPEQ) and the Intelligent Investor Aus Equity Growth Fund (Managed Fund) (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 | $4,914.36 | $2,110.98 |
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 | $64.42 | $3.02 |
Size | N/A | $103.135 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 | $4,914.36 | $2,110.98 |
Average age group | > 35 | > 35 |
Pros and Cons
JPEQ | IIGF | |
|---|---|---|
Pros |
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Cons |
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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 |