Compare AU

Compare JPEQ vs. ILB

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 iShares Government Inflation ETF (ILB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

JPEQ

ILB

Popularity

Low

Low

Pearlers invested

2

8

Median incremental investment

$750.00

$1,386.46

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$5,044.41

$4,224.50

Average age group

> 35

> 35


Key Summary

JPEQ

ILB

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.

ILB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The fund aims to provide investors with the performance of the Bloomberg AusBond Inflation Government 0+ Yr Index, before fees and expenses. The index is designed to measure the performance of a segment of the Australian bond market comprised of inflation-linked fixed income securities.

Top 3 holdings

JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %)

AUSTRALIA (COMMONWEALTH OF) RegS (17.85 %)

AUSTRALIA (COMMONWEALTH OF) RegS (16.44 %)

AUSTRALIA (COMMONWEALTH OF) RegS (15.04 %)

Top 3 industries

Other (99.80 %)

Communication Services (0.20 %)

Top 3 countries

United States (97.22 %)

Netherlands (1.57 %)

Brazil (0.79 %)

Management fee

0.4 %

0.18 %


Key Summary

JPEQ

ILB

Issuer

JPMorgan

iShares

Tracking index

Bloomberg AusBond Inflation Government (0+Y) Index - AUD-Australian Dollar

Asset class

ETF

ETF

Management fee

0.4 %

0.18 %

Price

$65.94

$124.25

Size

N/A

$892.816 million

10Y return

N/A

10.10 %

Annual distribution yield (5Y)

2.54 %

1.14 %

Market

ASX

ASX

First listed date

24/05/2023

14/03/2012

Purchase fee

$6.50

$6.50


Community Stats

JPEQ

ILB

Popularity

Low

Low

Pearlers invested

2

8

Median incremental investment

$750.00

$1,386.46

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$5,044.41

$4,224.50

Average age group

> 35

> 35


Pros and Cons

JPEQ

ILB

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

JPEQ

ILB

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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