Compare AU
Compare JPEQ vs. IMPQ
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 Perennial Better Future Fund (Managed Fund) (IMPQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPEQ | IMPQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 629 |
Median incremental investment | $750.00 | $600.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,044.41 | $1,004.85 |
Average age group | > 35 | 26 - 35 |
Key Summary
JPEQ | IMPQ | |
|---|---|---|
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. | IMPQ.AX was created on 2021-09-29 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to deliver long-term capital growth predominately through investments in Australian and New Zealand listed smaller and mid-cap companies that are Better Future Investments. |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %) | Meridian Energy Ltd (5.73 %) AUB Group Ltd (5.36 %) Chorus Ltd (4.95 %) |
Top 3 industries | Financials (28.54 %) Real Estate (19.45 %) Other (16.81 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | Australia (85.40 %) New Zealand (13.59 %) United States (1.01 %) |
Management fee | 0.4 % | 0.99 % |
Key Summary
JPEQ | IMPQ | |
|---|---|---|
Issuer | JPMorgan | Perennial |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.99 % |
Price | $65.94 | $4.95 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.54 % | 2.05 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 23/05/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPEQ | IMPQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 629 |
Median incremental investment | $750.00 | $600.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,044.41 | $1,004.85 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
JPEQ | IMPQ | |
|---|---|---|
Pros |
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Cons |
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JPEQ | IMPQ |
|---|---|
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 price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |