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Compare JPEQ vs. U100

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, shares and ETFs are a popular choice. Two options in the ASX are JPEQ and U100. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

JPEQ

U100

Popularity

Low

Low

Pearlers invested

2

130

Median incremental investment

$750.00

$1,016.75

Median investment frequency

Fortnightly

Monthly

Median total investment

$5,044.41

$3,093.03

Average age group

> 35

> 35


Key Summary

JPEQ

U100

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.

U100.AX was created on 2023-08-21 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 Global X US 100 Index.

Top 3 holdings

JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %)

Global X Us 100 ETF. (100 %)

Top 3 industries

Top 3 countries

United States (97.22 %)

Netherlands (1.57 %)

Brazil (0.79 %)

Management fee

0.4 %

0.24 %


Key Summary

JPEQ

U100

Issuer

JPMorgan

Global X

Tracking index

Global X US 100 Index - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.4 %

0.24 %

Price

$65.94

$15.35

Size

N/A

$54.030 million

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

2.54 %

0.06 %

Market

ASX

ASX

First listed date

24/05/2023

22/08/2023

Purchase fee

$6.50

$6.50


Community Stats

JPEQ

U100

Popularity

Low

Low

Pearlers invested

2

130

Median incremental investment

$750.00

$1,016.75

Median investment frequency

Fortnightly

Monthly

Median total investment

$5,044.41

$3,093.03

Average age group

> 35

> 35


Pros and Cons

JPEQ

U100

Pros

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to US market

  • Lower distribution yield

JPEQ

U100

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

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