Compare AU

Compare RBTZ vs. JPEQ

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Global Robotics and Artificial Intelligence ETF

ASX

Buy

Buy

Overview
Performance

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 BetaShares Global Robotics and Artificial Intelligence ETF (RBTZ) 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

RBTZ

JPEQ

Popularity

Low

Low

Pearlers invested

414

2

Median incremental investment

$793.50

$750.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,449.36

$4,772.84

Average age group

> 35

> 35


Key Summary

RBTZ

JPEQ

Strategy

RBTZ.AX was created on 2018-09-12 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. RBTZ.AX aims to track the performance of an index (before fees and expenses) that includes global companies involved in the production or use of robotics and artificial intelligence (A.l.) products and services.

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

NVIDIA CORP (12.43 %)

ABB LTD (9.74 %)

INTUITIVE SURGICAL INC (8.84 %)

JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %)

Top 3 industries

Other (57.27 %)

Information Technology (27.35 %)

Health Care (9.40 %)

Top 3 countries

United States (47.60 %)

Japan (30.01 %)

Switzerland (11.60 %)

United States (97.22 %)

Netherlands (1.57 %)

Brazil (0.79 %)

Management fee

0.57 %

0.4 %


Key Summary

RBTZ

JPEQ

Issuer

BetaShares

JPMorgan

Tracking index

Indxx Global Robotics & Artificial Intelligence Thematic Index

Asset class

ETF

ETF

Management fee

0.57 %

0.4 %

Price

$14.80

$62.63

Size

$278.291 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

2.81 %

2.39 %

Market

ASX

ASX

First listed date

14/09/2018

24/05/2023

Purchase fee

$6.50

$6.50


Community Stats

RBTZ

JPEQ

Popularity

Low

Low

Pearlers invested

414

2

Median incremental investment

$793.50

$750.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,449.36

$4,772.84

Average age group

> 35

> 35


Pros and Cons

RBTZ

JPEQ

Pros

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

RBTZ

JPEQ

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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