Compare AU
Compare QNDQ 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 QNDQ and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
QNDQ | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 12 |
Median incremental investment | $1,265.25 | $1,416.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,974.14 | $3,265.98 |
Average age group | > 35 | > 35 |
Key Summary
QNDQ | JEPI | |
|---|---|---|
Strategy | QNDQ.AX was created on 2024-02-20 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QNDQ.AX aims to track the performance of the Nasdaq-100 Equal Weighted 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 | TESLA INC (1.37 %) OLD DOMINION FREIGHT LINE INC (1.14 %) ILLUMINA INC (1.14 %) | Jpmorgan Eq Prem Income Active ETF (Managed Fund) (100 %) |
Top 3 industries | Information Technology (36.45 %) Consumer Discretionary (11.90 %) Health Care (11.00 %) | |
Top 3 countries | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) | |
Management fee | 0.48 % | 0.4 % |
Key Summary
QNDQ | JEPI | |
|---|---|---|
Issuer | BetaShares | JPMorgan |
Tracking index | NASDAQ-100 Equally Weighted Index | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0.4 % |
Price | $16.52 | $56.39 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.33 % | 2.78 % |
Market | ASX | ASX |
First listed date | 21/02/2024 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QNDQ | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 12 |
Median incremental investment | $1,265.25 | $1,416.65 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,974.14 | $3,265.98 |
Average age group | > 35 | > 35 |
Pros and Cons
QNDQ | JEPI | |
|---|---|---|
Pros |
| |
Cons |
|
QNDQ | JEPI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |