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Compare T3MP 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 Jpmorgan Climate Change Solutions Active ETF (T3MP) 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
T3MP | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 23 |
Median incremental investment | $567.50 | $997.10 |
Median investment frequency | Monthly | Monthly |
Median total investment | $685.80 | $1,510.32 |
Average age group | < 26 | > 35 |
Key Summary
T3MP | JEPI | |
|---|---|---|
Strategy | T3MP.AX was created on 2022-11-28 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 3.45m in AUM and 2 holdings. The investment objective of the Fund is to achieve a return through investing in equity securities of companies with exposure to the theme of climate change solutions. | 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 | JPM Climate Change Solu Act ETF USD Acc (99.62 %) | JPMorgan Equity Premium Income ETF (99.67 %) |
Top 3 industries | Industrials (68.40 %) Utilities (31.60 %) Consumer Discretionary (9.68 %) | |
Top 3 countries | United States (48.85 %) United Kingdom of Great Britain and Northern Ireland (9.46 %) Japan (6.64 %) | United States (98.35 %) Switzerland (0.85 %) Netherlands (0.80 %) |
Management fee | 0.55 % | 0.4 % |
Key Summary
T3MP | JEPI | |
|---|---|---|
Issuer | JPMorgan | JPMorgan |
Tracking index | MSCI All Country World Index - Benchmark TR Net | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.4 % |
Price | $76.04 | $48.86 |
Size | $3.457 million | $159.302 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.91 % | 5.10 % |
Market | ASX | ASX |
First listed date | 08/12/2022 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
T3MP | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 23 |
Median incremental investment | $567.50 | $997.10 |
Median investment frequency | Monthly | Monthly |
Median total investment | $685.80 | $1,510.32 |
Average age group | < 26 | > 35 |
Pros and Cons
T3MP | JEPI | |
|---|---|---|
Pros |
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Cons |
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T3MP | JEPI |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |