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Compare VGE 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 FTSE Emerging Markets Shares ETF (VGE) 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
VGE | JEPI | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,624 | 23 |
Median incremental investment | $1,085.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,998.45 | $1,473.49 |
Average age group | 26 - 35 | > 35 |
Key Summary
VGE | JEPI | |
|---|---|---|
Strategy | Vanguard FTSE Emerging Markets Shares ETF seeks to follow the performance of the FTSE Emerging Markets All Cap China A Inclusion Index in Australian dollars before considering fees, expenses, and tax. It tracks the index's performance with dividends reinvested. | 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 | Taiwan Semiconductor Manufacturing Co. Ltd. (4.80 %) Tencent Holdings Ltd. (3.68 %) Alibaba Group Holding Ltd. (2.83 %) | JPMorgan Equity Premium Income ETF (99.70 %) |
Top 3 industries | Other (18.89 %) Financials (15.91 %) Information Technology (14.87 %) | |
Top 3 countries | China (32.04 %) Taiwan (21.80 %) India (19.83 %) | United States (98.35 %) Switzerland (0.85 %) Netherlands (0.80 %) |
Management fee | 0.48 % | 0.4 % |
Key Summary
VGE | JEPI | |
|---|---|---|
Issuer | Vanguard | JPMorgan |
Tracking index | FTSE Custom Emerging Markets All Cap China A Inclusion Index | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0.4 % |
Price | $87.20 | $50.50 |
Size | N/A | $171.372 million |
10Y return | 74.30 % | N/A |
Annual distribution yield (5Y) | 2.33 % | 5.01 % |
Market | ASX | ASX |
First listed date | 21/11/2013 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VGE | JEPI | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 1,624 | 23 |
Median incremental investment | $1,085.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,998.45 | $1,473.49 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
VGE | JEPI | |
|---|---|---|
Pros |
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Cons |
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VGE | JEPI |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |