Compare AU
Compare SFY 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 SFY and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SFY | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 16 |
Median incremental investment | $555.77 | $1,070.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,274.65 | $4,613.80 |
Average age group | 26 - 35 | > 35 |
Key Summary
SFY | JEPI | |
|---|---|---|
Strategy | SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 732.4m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs. | 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 | Commonwealth Bank of Australia (13.34 %) BHP Group Ltd (10.22 %) CSL Ltd (6.52 %) | Jpmorgan Eq Prem Income Active ETF (Managed Fund) (100 %) |
Top 3 industries | Financials (55.27 %) Materials (17.26 %) Health Care (10.71 %) | |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) |
Management fee | 0.2 % | 0.4 % |
Key Summary
SFY | JEPI | |
|---|---|---|
Issuer | SPDR | JPMorgan |
Tracking index | S&P/ASX 50 Index - AUD | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.4 % |
Price | $68.90 | $54.28 |
Size | $729.306 million | N/A |
10Y return | 21.00 % | N/A |
Annual distribution/ dividend yield (5Y) | 5.85 % | 3.09 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 16 |
Median incremental investment | $555.77 | $1,070.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,274.65 | $4,613.80 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SFY | JEPI | |
|---|---|---|
Pros |
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Cons |
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SFY | JEPI |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |