Compare AU
Compare JEPI vs. A200
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are JEPI and A200. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JEPI | A200 | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 5 | 3,368 |
Median incremental investment | $1,070.00 | $1,084.57 |
Median investment frequency | N/A | N/A |
Median total investment | $1,406.72 | $2,536.59 |
Average age group | N/A | N/A |
Key Summary
JEPI | A200 | |
|---|---|---|
Strategy | 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. | A200.AX was created on 2018-05-07 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 2975.21m in AUM and 200 holdings. A200.AX aims to track the performance of an index (before fees and expenses) comprising 200 of the largest companies by market capitalisation listed on the ASX. |
Top 3 holdings | BHP GROUP LTD (10.26 %) COMMONWEALTH BANK OF AUSTRALIA (7.91 %) CSL LTD (7.07 %) | |
Top 3 industries | Financials (27.20 %) Materials (22.98 %) Health Care (9.84 %) | |
Top 3 countries | United States of America (the) (99.03 %) | Australia (96.56 %) New Zealand (1.24 %) Ireland (0.80 %) |
Management fee | N/A | 0.04 % |
Key Summary
JEPI | A200 | |
|---|---|---|
Issuer | JPMorgan | BetaShares |
Tracking index | S&P 500 - AUD | Solactive Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | N/A | 0.04 % |
Price | $50.24 | $120.79 |
Size | N/A | $2.975 billion |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | - % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 08/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JEPI | A200 | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 5 | 3,368 |
Median incremental investment | $1,070.00 | $1,084.57 |
Median investment frequency | N/A | N/A |
Median total investment | $1,406.72 | $2,536.59 |
Average age group | N/A | N/A |
Pros and Cons
JEPI | A200 | |
|---|---|---|
Pros |
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Cons |
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JEPI | A200 |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |