Compare AU
Compare VBTC 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 are a popular choice. Two options in the ASX are VBTC and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
VBTC | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 175 | 12 |
Median incremental investment | $1,096.75 | $1,243.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,851.56 | $3,276.42 |
Average age group | > 35 | > 35 |
Key Summary
VBTC | JEPI | |
|---|---|---|
Strategy | VBTC.AX was created on 2024-06-18 by VanEck. The fund's investment portfolio concentrates primarily on long btc, short usd currency. The fund aims to provide a return that tracks the performance of the price of Bitcoin, before fees and other costs. | 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 | VanEck Bitcoin ETF (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 | 0.59 % | 0.4 % |
Key Summary
VBTC | JEPI | |
|---|---|---|
Issuer | VanEck | JPMorgan |
Tracking index | MarketVector Bitcoin Benchmark Rate - USD - Benchmark TR Net | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.4 % |
Price | $32.04 | $56.49 |
Size | $186.268 million | N/A |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | - % | 2.78 % |
Market | ASX | ASX |
First listed date | 19/06/2024 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VBTC | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 175 | 12 |
Median incremental investment | $1,096.75 | $1,243.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,851.56 | $3,276.42 |
Average age group | > 35 | > 35 |
Pros and Cons
VBTC | JEPI | |
|---|---|---|
Pros |
| |
Cons |
|
VBTC | JEPI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |