Compare AU

Compare USIG vs. JEPI

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

Global X Usd Corporate Bond ETF (Currency Hedged)

ASX

Buy

Buy

Overview
Performance

Overview

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

Community Stats

USIG

JEPI

Popularity

Low

Low

Pearlers invested

1

16

Median incremental investment

$665.05

$1,046.53

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,584.03

$3,621.41

Average age group

26 - 35

> 35


Key Summary

USIG

JEPI

Strategy

N/A

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

Global X Usd Corporate Bond ETF (Currency Hedged) (100 %)

Jpmorgan Eq Prem Income Active ETF (Managed Fund) (100 %)

Top 3 industries

Top 3 countries

United States (97.04 %)

Netherlands (2.05 %)

Singapore (0.47 %)

Management fee

0 %

0.4 %


Key Summary

USIG

JEPI

Issuer

JPMorgan

Tracking index

S&P 500 - AUD

Asset class

Stock

ETF

Management fee

0 %

0.4 %

Price

$9.57

$57.03

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

1.57 %

2.90 %

Market

ASX

ASX

First listed date

04/04/2023

09/11/2022

Purchase fee

$6.50

$6.50


Community Stats

USIG

JEPI

Popularity

Low

Low

Pearlers invested

1

16

Median incremental investment

$665.05

$1,046.53

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,584.03

$3,621.41

Average age group

26 - 35

> 35


Pros and Cons

USIG

JEPI

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

USIG

JEPI

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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