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Compare AU
Compare VEU 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 Vanguard All-World Ex-US Shares Index ETF (VEU) 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
VEU | JEPI | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,465 | 23 |
Median incremental investment | $1,143.25 | $1,011.53 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,651.86 | $2,167.20 |
Average age group | > 35 | > 35 |
Key Summary
VEU | JEPI | |
|---|---|---|
Strategy | Vanguard All-World ex-U.S. Shares Index ETF seeks to track the return of the FTSE All-World ex-US Index before accounting for fees, expenses, and tax. It aims to provide exposure to both the developed and emerging markets with the fund. | 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 | Nestle SA (1.31 %) ASML Holding NV (1.00 %) Taiwan Semiconductor Manufacturing Co. Ltd. (0.98 %) | JPMorgan Equity Premium Income ETF (99.09 %) |
Top 3 industries | Financials (17.94 %) Industrials (12.80 %) Consumer Discretionary (10.11 %) | |
Top 3 countries | Japan (15.09 %) China (8.85 %) United Kingdom of Great Britain and Northern Ireland (8.57 %) | United States (98.35 %) Switzerland (0.85 %) Netherlands (0.80 %) |
Management fee | 0.04 % | 0.4 % |
Key Summary
VEU | JEPI | |
|---|---|---|
Issuer | Vanguard | JPMorgan |
Tracking index | FTSE All-World ex US Index | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.4 % |
Price | $113.82 | $50.25 |
Size | $58.996 billion | $166.218 million |
10Y return | 108.77 % | N/A |
Annual distribution yield (5Y) | 2.54 % | 4.99 % |
Market | ASX | ASX |
First listed date | 08/05/2009 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VEU | JEPI | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,465 | 23 |
Median incremental investment | $1,143.25 | $1,011.53 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,651.86 | $2,167.20 |
Average age group | > 35 | > 35 |
Pros and Cons
VEU | JEPI | |
|---|---|---|
Pros |
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Cons |
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VEU | JEPI |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |