Compare AU
Compare SPY 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 SPY and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SPY | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 209 | 12 |
Median incremental investment | $1,188.75 | $1,243.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,840.04 | $3,261.92 |
Average age group | 26 - 35 | > 35 |
Key Summary
SPY | JEPI | |
|---|---|---|
Strategy | SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index (the 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 | Apple Inc (7.00 %) NVIDIA Corp (6.60 %) Microsoft Corp (6.23 %) | Jpmorgan Eq Prem Income Active ETF (Managed Fund) (100 %) |
Top 3 industries | Information Technology (61.49 %) Consumer Discretionary (16.26 %) Communication Services (12.67 %) | |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.12 %) | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) |
Management fee | 0.0945 % | 0.4 % |
Key Summary
SPY | JEPI | |
|---|---|---|
Issuer | SPDR | JPMorgan |
Tracking index | S&P 500 | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.0945 % | 0.4 % |
Price | $946.68 | $56.24 |
Size | $958.570 billion | N/A |
10Y return | 286.56 % | N/A |
Annual distribution/ dividend yield (5Y) | 1.31 % | 2.78 % |
Market | ASX | ASX |
First listed date | 13/10/2014 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPY | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 209 | 12 |
Median incremental investment | $1,188.75 | $1,243.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,840.04 | $3,261.92 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SPY | JEPI | |
|---|---|---|
Pros |
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Cons |
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SPY | JEPI |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |