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Compare JEPQ 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, shares are a popular choice. Two options in the US are JEPQ and IVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JEPQ | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 29 | 599 |
Median incremental investment | $0 | $0 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,080.91 | $981.06 |
Average age group | > 35 | 26 - 35 |
Key Summary
JEPQ | IVV | |
|---|---|---|
Strategy | JEPQ was created on 2022-05-03 by JPMorgan. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 31107.61m in AUM and 91 holdings. JEPQ is an actively-managed fund of US large-cap companies from the Nasdaq-100 Index, assessed and managed using ESG factors and a proprietary data science driven investment approach. The fund also invests in ELNs in seeking income generation. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 709637.11m in AUM and 503 holdings. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | J.P. Morgan Exchange-Traded Fund Trust JPMorgan Nasdaq Equity Premium Income ETF (100 %) | iShares Core S&P 500 ETF (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.35 % | 0.03 % |
Key Summary
JEPQ | IVV | |
|---|---|---|
Issuer | JPMorgan | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.03 % |
Price | $58.90 USD | $689.08 USD |
Size | $32.023 billion | $734.977 billion |
10Y return | N/A | 239.96 % |
Annual dividend yield (5Y) | 3.71 % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
JEPQ | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 29 | 599 |
Median incremental investment | $0 | $0 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,080.91 | $981.06 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
JEPQ | IVV | |
|---|---|---|
Pros |
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Cons |
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JEPQ | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |