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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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the US stock exchanges are the J.P. Morgan Exchange-Traded Fund Trust JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) 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
JEPQ | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 29 | 662 |
Median incremental investment | $0 | $0 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,064.76 | $895.52 |
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 33136.15m in AUM and 96 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 759845.55m 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 | NVIDIA CORP COMMON STOCK (7.41 %) APPLE INC COMMON STOCK (6.07 %) MICROSOFT CORP COMMON (5.65 %) | NVIDIA CORP (7.62 %) APPLE INC (6.36 %) MICROSOFT CORP (5.75 %) |
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 | $58.02 USD | $681.72 USD |
Size | $33.927 billion | $768.435 billion |
10Y return | N/A | 263.91 % |
Annual distribution yield (5Y) | 3.71 % | 1.44 % |
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 | 662 |
Median incremental investment | $0 | $0 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,064.76 | $895.52 |
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 |