Compare AU
Compare QUAL vs. JPEQ
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 MSCI Global 'Quality' (ex-AUS) (QUAL) and the Jpm Us100Q Eq Prem Inc Active ETF (Managed Fund) (JPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QUAL | JPEQ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,281 | 2 |
Median incremental investment | $856.21 | $750.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,416.78 | $4,928.13 |
Average age group | > 35 | > 35 |
Key Summary
QUAL | JPEQ | |
|---|---|---|
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. | JPEQ.AX was created on 2023-05-23 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to seek current income while maintaining prospects for capital appreciation. |
Top 3 holdings | Apple Inc (5.22 %) Microsoft Corp (4.98 %) Meta Platforms Inc Class A (4.91 %) | JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %) |
Top 3 industries | Information Technology (42.60 %) Health Care (21.41 %) Communication Services (21.39 %) | |
Top 3 countries | United States (77.74 %) Switzerland (4.98 %) United Kingdom of Great Britain and Northern Ireland (4.22 %) | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) |
Management fee | 0.4 % | 0.4 % |
Key Summary
QUAL | JPEQ | |
|---|---|---|
Issuer | VanEck | JPMorgan |
Tracking index | MSCI World ex Australia Quality Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.4 % |
Price | $58.91 | $64.42 |
Size | $6.842 billion | N/A |
10Y return | 259.65 % | N/A |
Annual distribution yield (5Y) | 1.85 % | 2.54 % |
Market | ASX | ASX |
First listed date | 31/10/2014 | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QUAL | JPEQ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,281 | 2 |
Median incremental investment | $856.21 | $750.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,416.78 | $4,928.13 |
Average age group | > 35 | > 35 |
Pros and Cons
QUAL | JPEQ | |
|---|---|---|
Pros |
|
|
Cons |
|
|
QUAL | JPEQ |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |