Compare AU
Compare JPEQ vs. U100
Compare shares and ETFs on the ASX that you can trade on Pearler.
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/ dividend 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 |
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Cons |
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JPEQ | U100 |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |