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Compare XALG vs. JPEQ
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 Alphinity Global Equity Fund - Active ETF (XALG) and the Jpmorgan Nasdaq Equity Premium Income Complex ETF (JPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
XALG | JPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 17 |
Median incremental investment | $751.00 | $1,799.57 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $5,707.83 | $8,501.35 |
Average age group | 26 - 35 | > 35 |
Key Summary
XALG | JPEQ | |
|---|---|---|
Strategy | XALG.AX was created on 2015-12-21 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform its benchmark after costs and over rolling three-year periods. | 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 | NVIDIA Corp (6.81 %) Alphabet Inc Class A (5.71 %) Microsoft Corp (5.02 %) | JPMorgan Nasdaq Equity Premium Inc ETF (99.48 %) |
Top 3 industries | Information Technology (40.61 %) Financials (25.24 %) Communication Services (16.73 %) | |
Top 3 countries | United States (81.41 %) United Kingdom of Great Britain and Northern Ireland (6.36 %) Taiwan (3.43 %) | United States (96.87 %) Netherlands (1.52 %) Canada (0.81 %) |
Management fee | 0.75 % | 0.4 % |
Key Summary
XALG | JPEQ | |
|---|---|---|
Issuer | Alphinity | JPMorgan |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.75 % | 0.4 % |
Price | $9.91 | $58.80 |
Size | N/A | $102.703 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.29 % | 6.29 % |
Market | ASX | ASX |
First listed date | 16/01/2023 | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
XALG | JPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 17 |
Median incremental investment | $751.00 | $1,799.57 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $5,707.83 | $8,501.35 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
XALG | JPEQ | |
|---|---|---|
Pros |
| |
Cons |
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XALG | JPEQ |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |