Compare AU
Compare JPEQ vs. VAS
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 Vanguard Australian Shares Index ETF (VAS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPEQ | VAS | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 2 | 18,609 |
Median incremental investment | $750.00 | $1,002.95 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,044.41 | $2,863.84 |
Average age group | > 35 | 26 - 35 |
Key Summary
JPEQ | VAS | |
|---|---|---|
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. | Vanguard Australian Shares Index ETF (ASX: VAS) seeks to track the performance of the ASX 300 index before account fees, expenses, and taxes. The index tracks the top 300 companies on the Australian Securities Exchange (ASX). |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %) | BHP Group Ltd. (10.36 %) Commonwealth Bank of Australia (7.92 %) CSL Ltd. (5.76 %) |
Top 3 industries | Financials (27.66 %) Materials (23.74 %) Health Care (8.77 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | Australia (94.56 %) United States (3.02 %) New Zealand (1.65 %) |
Management fee | 0.4 % | 0.07 % |
Key Summary
JPEQ | VAS | |
|---|---|---|
Issuer | JPMorgan | Vanguard |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.07 % |
Price | $65.94 | $102.28 |
Size | N/A | N/A |
10Y return | N/A | 48.68 % |
Annual distribution yield (5Y) | 2.54 % | 5.52 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 08/05/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPEQ | VAS | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 2 | 18,609 |
Median incremental investment | $750.00 | $1,002.95 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,044.41 | $2,863.84 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
JPEQ | VAS | |
|---|---|---|
Pros |
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Cons |
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JPEQ | VAS |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |