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Compare MVA vs. JPEQ
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 VanEck Australian Property ETF (MVA) and the Jpmorgan Us 100Q Equity Premium Income Active ETF (JPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MVA | JPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 86 | 7 |
Median incremental investment | $609.01 | $2,161.54 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,104.64 | $14,971.95 |
Average age group | > 35 | > 35 |
Key Summary
MVA | JPEQ | |
|---|---|---|
Strategy | MVA.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. The VanEck Australian Property ETF invests in a diversified portfolio of ASX-listed securities with the aim of providing investment returns that closely track the returns of the MVIS Australia A-REITs Index. | 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. |
Top 3 holdings | Charter Hall Group (11.12 %) Stockland Corp Ltd (10.19 %) Scentre Group (10.15 %) | JPMorgan Nasdaq Equity Premium Inc ETF (99.69 %) |
Top 3 industries | Real Estate (100.00 %) | |
Top 3 countries | Australia (100.00 %) | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) |
Management fee | 0.35 % | 0.4 % |
Key Summary
MVA | JPEQ | |
|---|---|---|
Issuer | VanEck | JPMorgan |
Tracking index | MVIS Australia A-REITs Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.4 % |
Price | $26.88 | $61.11 |
Size | $809.977 million | $82.262 million |
10Y return | 48.84 % | N/A |
Annual distribution yield (5Y) | 4.79 % | 5.58 % |
Market | ASX | ASX |
First listed date | 16/10/2013 | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVA | JPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 86 | 7 |
Median incremental investment | $609.01 | $2,161.54 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,104.64 | $14,971.95 |
Average age group | > 35 | > 35 |
Pros and Cons
MVA | JPEQ | |
|---|---|---|
Pros |
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Cons |
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MVA | JPEQ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |