Compare AU
Compare QUAL 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 QUAL and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
QUAL | JEPI | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,363 | 17 |
Median incremental investment | $950.00 | $1,359.81 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,392.21 | $4,438.70 |
Average age group | > 35 | > 35 |
Key Summary
QUAL | JEPI | |
|---|---|---|
Strategy | QUAL's key objective is to invest in high-quality companies that have outperformed the market over the long term compared to global equity benchmarks. | 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 | Meta Platforms Inc Class A (4.98 %) Microsoft Corp (4.95 %) Apple Inc (4.89 %) | Jpmorgan Equity Premium Income Active ETF (100 %) |
Top 3 industries | Information Technology (39.77 %) Communication Services (28.06 %) Health Care (9.99 %) | |
Top 3 countries | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) |
Management fee | 0.4 % | 0.4 % |
Key Summary
QUAL | JEPI | |
|---|---|---|
Issuer | VanEck | JPMorgan |
Tracking index | MSCI World ex Australia Quality Index - AUD | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.4 % |
Price | $55.72 | $52.65 |
Size | $6.803 billion | N/A |
10Y return | 205.32 % | N/A |
Annual distribution/ dividend yield (5Y) | 1.85 % | 3.36 % |
Market | ASX | ASX |
First listed date | 31/10/2014 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUAL | JEPI | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,363 | 17 |
Median incremental investment | $950.00 | $1,359.81 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,392.21 | $4,438.70 |
Average age group | > 35 | > 35 |
Pros and Cons
QUAL | JEPI | |
|---|---|---|
Pros |
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Cons |
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QUAL | JEPI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |