Compare AU
Compare JPEQ vs. MSTR
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 Morningstar International Shares Active ETF (Managed Fund) (MSTR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPEQ | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $750.00 | $505.50 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $4,961.03 | $2,204.16 |
Average age group | > 35 | > 35 |
Key Summary
JPEQ | MSTR | |
|---|---|---|
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. | MSTR.AX was created on 2013-07-01 by Morningstar. The fund's investment portfolio concentrates primarily on total market equity. To achieve meaningful capital growth over the medium-to-long term, while minimising the risk of permanent capital loss, by providing exposure to listed international shares |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %) | Chunghwa Telecom Co Ltd (2.95 %) Illinois Tool Works Inc (2.39 %) Visa Inc Class A (1.83 %) |
Top 3 industries | Industrials (30.43 %) Communication Services (23.51 %) Information Technology (21.36 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | United States (57.24 %) Japan (10.25 %) Taiwan (5.63 %) |
Management fee | 0.4 % | 0.39 % |
Key Summary
JPEQ | MSTR | |
|---|---|---|
Issuer | JPMorgan | Morningstar |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.39 % |
Price | $64.85 | $9.84 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.54 % | 7.65 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 12/11/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPEQ | MSTR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 1 |
Median incremental investment | $750.00 | $505.50 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $4,961.03 | $2,204.16 |
Average age group | > 35 | > 35 |
Pros and Cons
JPEQ | MSTR | |
|---|---|---|
Pros |
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Cons |
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JPEQ | MSTR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |