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Compare L1IF 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the L1 Capital International (Unhedged) Active ETF (L1IF) and the Jpmorgan Equity Premium Income Active ETF (JEPI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
L1IF | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 20 |
Median incremental investment | $10,065.14 | $1,135.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $17,530.73 | $2,888.05 |
Average age group | 26 - 35 | > 35 |
Key Summary
L1IF | JEPI | |
|---|---|---|
Strategy | L1IF.AX was created on 2023-11-22 by L1 Capital. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to outperform the Benchmark net of fees and expenses over rolling 5 year periods. | 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 | HCA Healthcare Inc (8.48 %) AerCap Holdings NV (8.30 %) Microsoft Corp (7.47 %) | JPMorgan Equity Premium Income ETF (99.65 %) |
Top 3 industries | Financials (33.97 %) Consumer Discretionary (19.83 %) Health Care (13.03 %) | |
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | |
Management fee | 1.2 % | 0.4 % |
Key Summary
L1IF | JEPI | |
|---|---|---|
Issuer | L1 Capital | JPMorgan |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 1.2 % | 0.4 % |
Price | $6.86 | $52.51 |
Size | N/A | $170.841 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.46 % | 4.90 % |
Market | ASX | ASX |
First listed date | 21/11/2023 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
L1IF | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 20 |
Median incremental investment | $10,065.14 | $1,135.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $17,530.73 | $2,888.05 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
L1IF | JEPI | |
|---|---|---|
Pros |
| |
Cons |
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L1IF | JEPI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |