Compare AU

Compare JPEQ vs. US10

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 BetaShares Us Treasury Bond 7-10Yr Ch ETF (US10). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

JPEQ

US10

Popularity

Low

Low

Pearlers invested

2

3

Median incremental investment

$750.00

$1,749.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,879.17

$4,854.50

Average age group

> 35

> 35


Key Summary

JPEQ

US10

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.

US10.AX was created on 2023-09-22 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg U.S. Treasury: 7-10 Year Total Return Index Hedged AUD, before taking into account fees and expenses.

Top 3 holdings

JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %)

United States Treasury Notes 4.375% (10.28 %)

United States Treasury Notes 4% (9.88 %)

United States Treasury Notes 4.5% (9.87 %)

Top 3 industries

Top 3 countries

United States (97.22 %)

Netherlands (1.57 %)

Brazil (0.79 %)

Management fee

0.4 %

0.22 %


Key Summary

JPEQ

US10

Issuer

JPMorgan

BetaShares

Tracking index

Bloomberg U.S. Treasury 7-10 Year Total Return Index - Hedged to AUD - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.4 %

0.22 %

Price

$64.18

$51.25

Size

N/A

$20.616 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.54 %

0.59 %

Market

ASX

ASX

First listed date

24/05/2023

25/09/2023

Purchase fee

$6.50

$6.50


Community Stats

JPEQ

US10

Popularity

Low

Low

Pearlers invested

2

3

Median incremental investment

$750.00

$1,749.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,879.17

$4,854.50

Average age group

> 35

> 35


Pros and Cons

JPEQ

US10

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

US10

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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