Compare AU

Compare JPEQ vs. MSTR

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 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

  • Higher exposure to US market

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

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

Home