Compare AU
Compare JPEQ vs. VISM
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 MSCI International Small Companies Index ETF (VISM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPEQ | VISM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 262 |
Median incremental investment | $750.00 | $1,105.07 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,044.41 | $2,561.14 |
Average age group | > 35 | 26 - 35 |
Key Summary
JPEQ | VISM | |
|---|---|---|
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 MSCI International Small Companies Index ETF aims to track the returns and performance of the MSCI World ex-Australia Small Cap Index before considering fees, expenses, and tax. It tracks the performance of the index with dividends reinvested. |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %) | Reliance Steel & Aluminum Co. (0.20 %) United Therapeutics Corp. (0.20 %) Axon Enterprise Inc. (0.19 %) |
Top 3 industries | Industrials (19.35 %) Financials (14.55 %) Consumer Discretionary (12.64 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | United States (62.44 %) Japan (12.99 %) United Kingdom of Great Britain and Northern Ireland (5.56 %) |
Management fee | 0.4 % | 0.32 % |
Key Summary
JPEQ | VISM | |
|---|---|---|
Issuer | JPMorgan | Vanguard |
Tracking index | MSCI World ex AU Small Cap | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.32 % |
Price | $65.94 | $69.22 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.54 % | 4.37 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 13/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPEQ | VISM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 262 |
Median incremental investment | $750.00 | $1,105.07 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,044.41 | $2,561.14 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
JPEQ | VISM | |
|---|---|---|
Pros |
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Cons |
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JPEQ | VISM |
|---|---|
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 |