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Compare QYLD 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 Global X Nasdaq 100 Covered Call Complex ETF (QYLD) 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
QYLD | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 24 | 22 |
Median incremental investment | $1,199.06 | $999.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,881.25 | $1,112.85 |
Average age group | > 35 | > 35 |
Key Summary
QYLD | JEPI | |
|---|---|---|
Strategy | QYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on large cap equity. Each Fund aims to provide investors with a return (before fees and other costs) that tracks the performance of the relevant Index. | 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 | NVIDIA Corp (8.55 %) Apple Inc (7.71 %) Microsoft Corp (5.68 %) | JPMorgan Equity Premium Income ETF (99.70 %) |
Top 3 industries | Information Technology (61.38 %) Communication Services (17.97 %) Consumer Discretionary (15.85 %) | |
Top 3 countries | United States (96.05 %) Canada (1.29 %) Netherlands (1.21 %) | United States (98.35 %) Switzerland (0.85 %) Netherlands (0.80 %) |
Management fee | 0.6 % | 0.4 % |
Key Summary
QYLD | JEPI | |
|---|---|---|
Issuer | Global X | JPMorgan |
Tracking index | Cboe Nasdaq 100 Half BuyWrite V2 Index | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.6 % | 0.4 % |
Price | $10.75 | $49.46 |
Size | $21.541 million | $169.599 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 7.66 % | 4.89 % |
Market | ASX | ASX |
First listed date | 31/01/2023 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QYLD | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 24 | 22 |
Median incremental investment | $1,199.06 | $999.60 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,881.25 | $1,112.85 |
Average age group | > 35 | > 35 |
Pros and Cons
QYLD | JEPI | |
|---|---|---|
Pros |
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Cons |
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QYLD | JEPI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |