Compare AU

Compare SPY vs. JPEQ

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

SPDR S&P 500 ETF Trust

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 SPDR S&P 500 ETF Trust (SPY) 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

SPY

JPEQ

Popularity

Low

Low

Pearlers invested

204

2

Median incremental investment

$1,173.00

$750.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,681.58

$4,622.90

Average age group

26 - 35

> 35


Key Summary

SPY

JPEQ

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).

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 (7.14 %)

Microsoft Corp (6.56 %)

NVIDIA Corp (6.16 %)

JPMorgan Nasdaq Equity Premium Inc ETF (99.70 %)

Top 3 industries

Information Technology (62.32 %)

Consumer Discretionary (14.80 %)

Communication Services (13.14 %)

Top 3 countries

United States (100.00 %)

United States (99.69 %)

Management fee

0.0945 %

0.4 %


Key Summary

SPY

JPEQ

Issuer

SPDR

JPMorgan

Tracking index

S&P 500

Asset class

ETF

ETF

Management fee

0.0945 %

0.4 %

Price

$893.86

$60.43

Size

$908.914 billion

N/A

10Y return

275.59 %

N/A

Annual distribution yield (5Y)

1.38 %

2.39 %

Market

ASX

ASX

First listed date

13/10/2014

24/05/2023

Purchase fee

$6.50

$6.50


Community Stats

SPY

JPEQ

Popularity

Low

Low

Pearlers invested

204

2

Median incremental investment

$1,173.00

$750.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,681.58

$4,622.90

Average age group

26 - 35

> 35


Pros and Cons

SPY

JPEQ

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

SPY

JPEQ

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

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