Compare AU
Compare NDQ 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 NDQ and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
NDQ | JEPI | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 5,997 | 16 |
Median incremental investment | $997.16 | $1,046.53 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,962.64 | $3,654.43 |
Average age group | 26 - 35 | > 35 |
Key Summary
NDQ | JEPI | |
|---|---|---|
Strategy | BetaShares Nasdaq 100 ETF (ASX: NDQ) seeks to track the performance of the NASDAQ 100 index before account fees, expenses and taxes. The index tracks 100 of the largest non-financial companies listed on the NASDAQ market. | 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 | NVIDIA CORP (8.94 %) APPLE INC (8.38 %) MICROSOFT CORP (8.23 %) | Jpmorgan Eq Prem Income Active ETF (Managed Fund) (100 %) |
Top 3 industries | Information Technology (49.20 %) Consumer Discretionary (15.06 %) Communication Services (12.69 %) | |
Top 3 countries | United States (97.15 %) Netherlands (0.92 %) Brazil (0.69 %) | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) |
Management fee | 0.48 % | 0.4 % |
Key Summary
NDQ | JEPI | |
|---|---|---|
Issuer | BetaShares | JPMorgan |
Tracking index | NASDAQ 100 Index | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0.4 % |
Price | $51.04 | $57.55 |
Size | $6.069 billion | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.88 % | 2.90 % |
Market | ASX | ASX |
First listed date | 26/05/2015 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
NDQ | JEPI | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 5,997 | 16 |
Median incremental investment | $997.16 | $1,046.53 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,962.64 | $3,654.43 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
NDQ | JEPI | |
|---|---|---|
Pros |
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Cons |
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NDQ | JEPI |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |