Compare AU
Compare TECH 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 TECH and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
TECH | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 180 | 16 |
Median incremental investment | $710.58 | $1,070.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,139.00 | $4,646.95 |
Average age group | > 35 | > 35 |
Key Summary
TECH | JEPI | |
|---|---|---|
Strategy | The Global X Morningstar Global Technology ETF (TECH: ASX) seeks to track the performance of the Morningstar Developed Markets Technology Moat Focus Index before considering any fees, expenses, or taxes. | 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 | Sony Group Corp (4.81 %) Adyen NV (4.73 %) Uber Technologies Inc (4.73 %) | Jpmorgan Eq Prem Income Active ETF (Managed Fund) (100 %) |
Top 3 industries | Information Technology (47.33 %) Industrials (30.36 %) Consumer Discretionary (11.37 %) | |
Top 3 countries | United States (76.16 %) Netherlands (7.48 %) Japan (5.55 %) | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) |
Management fee | 0.45 % | 0.4 % |
Key Summary
TECH | JEPI | |
|---|---|---|
Issuer | Global X | JPMorgan |
Tracking index | Morningstar Developed Markets Technology Moat Focus Index - USD | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.4 % |
Price | $106.95 | $54.67 |
Size | $363.782 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 7.45 % | 3.09 % |
Market | ASX | ASX |
First listed date | 11/04/2017 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
TECH | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 180 | 16 |
Median incremental investment | $710.58 | $1,070.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,139.00 | $4,646.95 |
Average age group | > 35 | > 35 |
Pros and Cons
TECH | JEPI | |
|---|---|---|
Pros |
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Cons |
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TECH | JEPI |
|---|---|
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 |