Compare AU
Compare JPEQ vs. VSO
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 Australian Small Companies Index ETF (VSO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPEQ | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 231 |
Median incremental investment | $750.00 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,044.41 | $2,246.97 |
Average age group | > 35 | > 35 |
Key Summary
JPEQ | VSO | |
|---|---|---|
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. | VSO.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on small cap equity. Vanguard MSCI Australian Small Companies Index ETF seeks to track the return of the MSCI Australian Shares Small Cap Index before taking into account fees, expenses and tax. |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %) | carsales.com Ltd. (2.47 %) Atlas Arteria Ltd. (2.42 %) Allkem Ltd. (2.38 %) |
Top 3 industries | Materials (24.32 %) Industrials (14.76 %) Financials (12.31 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | Australia (98.99 %) China (0.62 %) United States (0.26 %) |
Management fee | 0.4 % | 0.3 % |
Key Summary
JPEQ | VSO | |
|---|---|---|
Issuer | JPMorgan | Vanguard |
Tracking index | MSCI Australian Shares Small Cap Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.3 % |
Price | $65.94 | $68.09 |
Size | N/A | N/A |
10Y return | N/A | 55.28 % |
Annual distribution yield (5Y) | 2.54 % | 5.28 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 26/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPEQ | VSO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 231 |
Median incremental investment | $750.00 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,044.41 | $2,246.97 |
Average age group | > 35 | > 35 |
Pros and Cons
JPEQ | VSO | |
|---|---|---|
Pros |
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Cons |
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JPEQ | VSO |
|---|---|
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 |