Compare AU

Compare NUGG vs. JEPI

Compare shares and ETFs on the ASX that you can trade on Pearler.

VanEck Gold Bullion ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares are a popular choice. Two options in the ASX are NUGG and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

NUGG

JEPI

Popularity

Low

Low

Pearlers invested

34

15

Median incremental investment

$538.00

$1,070.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,250.37

$4,227.62

Average age group

> 35

> 35


Key Summary

NUGG

JEPI

Strategy

NUGG.AX was created on 2022-05-12 by VanEck. The fund's investment portfolio concentrates primarily on gold commodities. NUGG.AX gives investors an investment in Australian sourced gold.

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

VanEck Gold Bullion ETF (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

0.25 %

0.4 %


Key Summary

NUGG

JEPI

Issuer

VanEck

JPMorgan

Tracking index

LBMA Gold Price AM - AUD - Benchmark Price Return

S&P 500 - AUD

Asset class

ETF

ETF

Management fee

0.25 %

0.4 %

Price

$45.78

$56.80

Size

$100.519 million

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

- %

2.90 %

Market

ASX

ASX

First listed date

06/12/2022

09/11/2022

Purchase fee

$6.50

$6.50


Community Stats

NUGG

JEPI

Popularity

Low

Low

Pearlers invested

34

15

Median incremental investment

$538.00

$1,070.00

Median investment frequency

Monthly

Monthly

Median total investment

$1,250.37

$4,227.62

Average age group

> 35

> 35


Pros and Cons

NUGG

JEPI

Pros

  • Lower management fee

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

NUGG

JEPI

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield

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