Compare AU

Compare JPEQ vs. ROBO

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 Global X Robo Global Robotics & Automation ETF (ROBO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

JPEQ

ROBO

Popularity

Low

Low

Pearlers invested

2

540

Median incremental investment

$750.00

$639.52

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,791.20

$1,081.36

Average age group

> 35

> 35


Key Summary

JPEQ

ROBO

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.

ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global Robotics and Automation Index (the Index)

Top 3 holdings

JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %)

Symbotic Inc Ordinary Shares - Class A (2.38 %)

Celestica Inc Ordinary Shares (Subordinate Voting) (2.31 %)

Intuitive Surgical Inc (1.88 %)

Top 3 industries

Industrials (51.00 %)

Information Technology (39.58 %)

Consumer Staples (15.08 %)

Top 3 countries

United States (97.22 %)

Netherlands (1.57 %)

Brazil (0.79 %)

United States (42.78 %)

Japan (18.81 %)

Taiwan (8.37 %)

Management fee

0.4 %

0.82 %


Key Summary

JPEQ

ROBO

Issuer

JPMorgan

Global X

Tracking index

ROBO Global Robotics and Automation TR Index

Asset class

ETF

ETF

Management fee

0.4 %

0.82 %

Price

$62.63

$77.24

Size

N/A

$226.574 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.39 %

3.87 %

Market

ASX

ASX

First listed date

24/05/2023

14/09/2017

Purchase fee

$6.50

$6.50


Community Stats

JPEQ

ROBO

Popularity

Low

Low

Pearlers invested

2

540

Median incremental investment

$750.00

$639.52

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,791.20

$1,081.36

Average age group

> 35

> 35


Pros and Cons

JPEQ

ROBO

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

JPEQ

ROBO

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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