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Compare JPEQ vs. JEPI
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JPEQ | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 19 |
Median incremental investment | $1,632.49 | $1,243.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,785.60 | $3,076.26 |
Average age group | > 35 | > 35 |
Key Summary
JPEQ | JEPI | |
|---|---|---|
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. | JEPI.AX was created on 2022-11-08 by JPMorgan. The fund's investment portfolio concentrates primarily on extended market equity. The investment objective of the Fund is to seek current0F 1 income while maintaining prospects for capital appreciation. The Fund seeks to provide the majority of the returns associated with the S&P 500 Index while exposing investors to less risk through lower volatility and still offering incremental income. |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.62 %) | Jpmorgan Equity Premium Income Active ETF (100 %) |
Top 3 industries | ||
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) |
Management fee | 0.4 % | 0.4 % |
Key Summary
JPEQ | JEPI | |
|---|---|---|
Issuer | JPMorgan | JPMorgan |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.4 % |
Price | $57.92 | $52.20 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 3.54 % | 3.52 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPEQ | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 19 |
Median incremental investment | $1,632.49 | $1,243.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,785.60 | $3,076.26 |
Average age group | > 35 | > 35 |
Pros and Cons
JPEQ | JEPI | |
|---|---|---|
Pros |
| |
Cons |
|
JPEQ | JEPI |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher distribution yield | Lower distribution yield |