Compare AU

Compare IWLD vs. JPEQ

Compare shares and ETFs on the ASX that you can trade on Pearler.

MSCI All World Shares

ASX

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Buy

Overview
Performance

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 MSCI All World Shares (IWLD) and the Jpm Us100Q Eq Prem Inc Active ETF (Managed Fund) (JPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

IWLD

JPEQ

Popularity

Low

Low

Pearlers invested

155

1

Median incremental investment

$1,501.08

$750.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$6,647.91

$8,939.25

Average age group

> 35

> 35


Key Summary

IWLD

JPEQ

Strategy

The IWLD ETF seeks to track the performance of the MSCI World ex-Australia Custom ESG Leaders Index before considering any fees, expenses, and taxes.

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 (9.80 %)

MICROSOFT CORP (8.54 %)

ALPHABET INC CLASS A (3.21 %)

JPMorgan Nasdaq Equity Premium Inc ETF (99.65 %)

Top 3 industries

Information Technology (29.22 %)

Financials (15.49 %)

Consumer Discretionary (11.99 %)

Top 3 countries

United States (74.50 %)

Japan (6.44 %)

United Kingdom of Great Britain and Northern Ireland (3.41 %)

United States (97.22 %)

Netherlands (1.57 %)

Brazil (0.79 %)

Management fee

0.09 %

0.4 %


Key Summary

IWLD

JPEQ

Issuer

iShares

JPMorgan

Tracking index

MSCI World IMI - AUD

Asset class

ETF

ETF

Management fee

0.09 %

0.4 %

Price

$62.13

$65.25

Size

$1.139 billion

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.54 %

2.68 %

Market

ASX

ASX

First listed date

28/04/2016

24/05/2023

Purchase fee

$6.50

$6.50


Community Stats

IWLD

JPEQ

Popularity

Low

Low

Pearlers invested

155

1

Median incremental investment

$1,501.08

$750.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$6,647.91

$8,939.25

Average age group

> 35

> 35


Pros and Cons

IWLD

JPEQ

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

IWLD

JPEQ

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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