Compare AU
Compare MQWS 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 are a popular choice. Two options in the ASX are MQWS and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MQWS | JEPI | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 16 |
Median incremental investment | $0 | $1,070.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $4,730.25 |
Average age group | N/A | > 35 |
Key Summary
MQWS | JEPI | |
|---|---|---|
Strategy | MQWS.AX was created on 2023-11-22 by Macquarie. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested. | 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 | Mq Walter Scott Glbl Eq Active ETF (Managed Fund) (100 %) | Jpmorgan Eq Prem Income Active ETF (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | |
Management fee | 1.28 % | 0.4 % |
Key Summary
MQWS | JEPI | |
|---|---|---|
Issuer | Macquarie | JPMorgan |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 1.28 % | 0.4 % |
Price | $10.76 | $55.65 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 2.15 % | 3.09 % |
Market | ASX | ASX |
First listed date | 21/11/2023 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MQWS | JEPI | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 16 |
Median incremental investment | $0 | $1,070.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $4,730.25 |
Average age group | N/A | > 35 |
Pros and Cons
MQWS | JEPI | |
|---|---|---|
Pros |
| |
Cons |
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MQWS | JEPI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |