Compare AU

Compare JPEQ vs. MVB

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 VanEck Australian Banks ETF (MVB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

JPEQ

MVB

Popularity

Low

Low

Pearlers invested

2

101

Median incremental investment

$750.00

$706.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,832.51

$1,881.88

Average age group

> 35

> 35


Key Summary

JPEQ

MVB

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.

MVB.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on financials equity. MVB.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim to provide investment returns before fees and other costs which track the performance of the Index.

Top 3 holdings

JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %)

Commonwealth Bank of Australia (20.42 %)

ANZ Group Holdings Ltd (20.11 %)

National Australia Bank Ltd (20.05 %)

Top 3 industries

Financials (99.99 %)

Other (0.06 %)

Top 3 countries

United States (97.22 %)

Netherlands (1.57 %)

Brazil (0.79 %)

Management fee

0.4 %

0.28 %


Key Summary

JPEQ

MVB

Issuer

JPMorgan

VanEck

Tracking index

MVIS Australia Banks Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.28 %

Price

$63.17

$40.04

Size

N/A

$232.561 million

10Y return

N/A

53.94 %

Annual distribution yield (5Y)

2.54 %

6.01 %

Market

ASX

ASX

First listed date

24/05/2023

16/10/2013

Purchase fee

$6.50

$6.50


Community Stats

JPEQ

MVB

Popularity

Low

Low

Pearlers invested

2

101

Median incremental investment

$750.00

$706.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,832.51

$1,881.88

Average age group

> 35

> 35


Pros and Cons

JPEQ

MVB

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

JPEQ

MVB

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