Compare AU

Compare ULTB vs. JPEQ

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

iShares 20+ Year U.S. Treasury Bond (Hedged) ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are ULTB and JPEQ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

ULTB

JPEQ

Popularity

N/A

Low

Pearlers invested

0

2

Median incremental investment

$0

$750.00

Median investment frequency

N/A

Fortnightly

Median total investment

$0

$4,961.03

Average age group

N/A

> 35


Key Summary

ULTB

JPEQ

Strategy

N/A

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

iShares 20+ Year U.S. Treasury Bond (Hedged) ETF (100 %)

JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %)

Top 3 industries

Top 3 countries

United States (97.22 %)

Netherlands (1.57 %)

Brazil (0.79 %)

Management fee

0 %

0.4 %


Key Summary

ULTB

JPEQ

Issuer

JPMorgan

Tracking index

Asset class

Stock

ETF

Management fee

0 %

0.4 %

Price

$96.12

$64.85

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

- %

2.54 %

Market

ASX

ASX

First listed date

05/09/2024

24/05/2023

Purchase fee

$6.50

$6.50


Community Stats

ULTB

JPEQ

Popularity

N/A

Low

Pearlers invested

0

2

Median incremental investment

$0

$750.00

Median investment frequency

N/A

Fortnightly

Median total investment

$0

$4,961.03

Average age group

N/A

> 35


Pros and Cons

ULTB

JPEQ

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

ULTB

JPEQ

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Lower dividend/distribution yield

Higher dividend/distribution yield

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