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Compare KSM vs. JEPI
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are KSM and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
KSM | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 20 |
Median incremental investment | $1,004.26 | $1,135.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $956.48 | $2,890.25 |
Average age group | 26 - 35 | > 35 |
Key Summary
KSM | JEPI | |
|---|---|---|
Strategy | KSM.AX was created on 2013-12-01 by K2. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to deliver capital growth over the Long-Term by seeking out opportunities in undervalued companies in all market cycles | JEPI.AX was created on 2022-11-08 by JPMorgan. The fund's investment portfolio concentrates primarily on extended market equity. The investment objective of the Fund is to seek current0F 1 income while maintaining prospects for capital appreciation. The Fund seeks to provide the majority of the returns associated with the S&P 500 Index while exposing investors to less risk through lower volatility and still offering incremental income. |
Top 3 holdings | K2 Australian Small Cap Hedge Fund - Complex ETF (100 %) | JPMorgan Equity Premium Income ETF (99.65 %) |
Top 3 industries | ||
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | |
Management fee | 1.31 % | 0.4 % |
Key Summary
KSM | JEPI | |
|---|---|---|
Issuer | K2 | JPMorgan |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 1.31 % | 0.4 % |
Price | $2.44 | $52.57 |
Size | $11.369 million | $170.841 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.42 % | 4.90 % |
Market | ASX | ASX |
First listed date | 15/12/2015 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
KSM | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 20 |
Median incremental investment | $1,004.26 | $1,135.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $956.48 | $2,890.25 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
KSM | JEPI | |
|---|---|---|
Pros |
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Cons |
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KSM | JEPI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |