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Compare JEPI vs. IVV
Compare shares and ETFs on the US stock markets that you can trade on Pearler.
Overview
When it comes to investing in the US stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the US stock exchanges are the JPMorgan Equity Premium Income ETF (JEPI) and the iShares Core S&P 500 ETF (IVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JEPI | IVV | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 20 | 1,026 |
Median incremental investment | $0 | $0 |
Median investment frequency | Monthly | Monthly |
Median total investment | $693.45 | $883.35 |
Average age group | > 35 | 26 - 35 |
Key Summary
JEPI | IVV | |
|---|---|---|
Strategy | JEPI was created on 2020-05-20 by JPMorgan. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 45624.97m in AUM and 121 holdings. JEPI is an actively-managed fund that invests in large-cap US stocks and equity-linked notes (ELNs). It seeks to provide similar returns as the S&P 500 Index with lower volatility and monthly income. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 874508.58m in AUM and 505 holdings. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | MASTERCARD INC COMMON (2.04 %) MICROSOFT CORP COMMON (2.00 %) APPLE INC COMMON STOCK (1.96 %) | S&P500 EMINI DEC 26 (0 %) CASH COLLATERAL USD SGAFT (0 %) HOLOGIC INC (0 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.35 % | 0.03 % |
Key Summary
JEPI | IVV | |
|---|---|---|
Issuer | JPMorgan | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.03 % |
Price | $57.61 USD | $755.65 USD |
Size | $46.749 billion | $888.688 billion |
10Y return | N/A | 246.96 % |
Annual distribution yield (5Y) | 8.68 % | 1.38 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
JEPI | IVV | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 20 | 1,026 |
Median incremental investment | $0 | $0 |
Median investment frequency | Monthly | Monthly |
Median total investment | $693.45 | $883.35 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
JEPI | IVV | |
|---|---|---|
Pros |
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Cons |
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JEPI | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |