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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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the VanEck MSCI International Quality ETF (QUAL) 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
QUAL | JEPI | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,421 | 23 |
Median incremental investment | $993.50 | $1,011.53 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,434.25 | $2,175.37 |
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 (5.47 %) Apple Inc (4.74 %) NVIDIA Corp (4.48 %) | JPMorgan Equity Premium Income ETF (99.09 %) |
Top 3 industries | Information Technology (44.94 %) Communication Services (29.45 %) Financials (8.21 %) | |
Top 3 countries | United States (76.41 %) Switzerland (5.61 %) United Kingdom of Great Britain and Northern Ireland (4.19 %) | United States (98.35 %) Switzerland (0.85 %) Netherlands (0.80 %) |
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 | $60.25 | $50.59 |
Size | $7.902 billion | $166.218 million |
10Y return | 230.68 % | N/A |
Annual distribution yield (5Y) | 2.05 % | 4.99 % |
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 | 1,421 | 23 |
Median incremental investment | $993.50 | $1,011.53 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,434.25 | $2,175.37 |
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 |