Compare AU

Compare JPEQ vs. VGAD

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 Vanguard MSCI Index International Shares (Hedged) ETF (VGAD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

JPEQ

VGAD

Popularity

Low

Low

Pearlers invested

2

477

Median incremental investment

$750.00

$2,031.45

Median investment frequency

Fortnightly

Monthly

Median total investment

$5,044.41

$8,798.60

Average age group

> 35

> 35


Key Summary

JPEQ

VGAD

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.

The aim of Vanguard MSCI Index International Shares (Hedged) ETF is to track the return of the MSCI World ex-Australia (with net dividends reinvested) before considering fees, expenses, and tax. It also seeks to reduce the impact of foreign exchange fluctuations on the fund's performance by hedging it to the Australian dollar.

Top 3 holdings

JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %)

Apple Inc. (5.41 %)

Microsoft Corp. (4.14 %)

Amazon.com Inc. (2.15 %)

Top 3 industries

Information Technology (22.51 %)

Financials (13.70 %)

Health Care (12.53 %)

Top 3 countries

United States (97.22 %)

Netherlands (1.57 %)

Brazil (0.79 %)

United States (72.94 %)

Japan (5.73 %)

United Kingdom of Great Britain and Northern Ireland (3.77 %)

Management fee

0.4 %

0.21 %


Key Summary

JPEQ

VGAD

Issuer

JPMorgan

Vanguard

Tracking index

MSCI World ex Australia - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.4 %

0.21 %

Price

$65.94

$108.39

Size

N/A

N/A

10Y return

N/A

111.66 %

Annual distribution yield (5Y)

2.54 %

3.23 %

Market

ASX

ASX

First listed date

24/05/2023

20/11/2014

Purchase fee

$6.50

$6.50


Community Stats

JPEQ

VGAD

Popularity

Low

Low

Pearlers invested

2

477

Median incremental investment

$750.00

$2,031.45

Median investment frequency

Fortnightly

Monthly

Median total investment

$5,044.41

$8,798.60

Average age group

> 35

> 35


Pros and Cons

JPEQ

VGAD

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

JPEQ

VGAD

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

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