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Compare MVOL 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 iShares Edge MSCI Australia Minimum Volatility ETF (MVOL) 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
MVOL | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 22 |
Median incremental investment | $504.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,842.95 | $1,298.70 |
Average age group | > 35 | > 35 |
Key Summary
MVOL | JEPI | |
|---|---|---|
Strategy | MVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 29.78m in AUM and 97 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Select Minimum Volatility (AUD) Index, before fees and expenses. | 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 | TELSTRA GROUP LTD (5.53 %) BHP GROUP LTD (4.44 %) COMMONWEALTH BANK OF AUSTRALIA (3.74 %) | JPMorgan Equity Premium Income ETF (99.70 %) |
Top 3 industries | Financials (29.74 %) Materials (14.00 %) Industrials (11.79 %) | |
Top 3 countries | Australia (99.77 %) United Kingdom of Great Britain and Northern Ireland (0.23 %) | United States (98.35 %) Switzerland (0.85 %) Netherlands (0.80 %) |
Management fee | 0.3 % | 0.4 % |
Key Summary
MVOL | JEPI | |
|---|---|---|
Issuer | iShares | JPMorgan |
Tracking index | MSCI Australia IMI Select Minimum Volatility (AUD) Index - AUD | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.4 % |
Price | $34.70 | $49.20 |
Size | $28.864 million | $172.156 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.32 % | 5.02 % |
Market | ASX | ASX |
First listed date | 14/10/2016 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MVOL | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 22 |
Median incremental investment | $504.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,842.95 | $1,298.70 |
Average age group | > 35 | > 35 |
Pros and Cons
MVOL | JEPI | |
|---|---|---|
Pros |
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Cons |
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MVOL | JEPI |
|---|---|
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 |