Compare AU

Compare JEPI vs. WXOZ

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

Jpmorgan Eq Prem Income Active ETF (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 WXOZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

JEPI

WXOZ

Popularity

Low

Low

Pearlers invested

12

11

Median incremental investment

$1,070.00

$1,190.50

Median investment frequency

Monthly

Monthly

Median total investment

$3,306.00

$2,513.28

Average age group

> 35

> 35


Key Summary

JEPI

WXOZ

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.

WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The Investment Objective of SPDR S&P World Ex Australia Carbon Control Fund is to match the performance of its Index before fees and other costs.

Top 3 holdings

Jpmorgan Eq Prem Income Active ETF (Managed Fund) (100 %)

Apple Inc (6.14 %)

Microsoft Corp (4.81 %)

NVIDIA Corp (4.51 %)

Top 3 industries

Information Technology (57.87 %)

Communication Services (14.35 %)

Consumer Discretionary (10.59 %)

Top 3 countries

United States (97.04 %)

Netherlands (2.05 %)

Singapore (0.47 %)

United States (66.13 %)

Japan (8.26 %)

United Kingdom of Great Britain and Northern Ireland (4.57 %)

Management fee

0.4 %

0.07 %


Key Summary

JEPI

WXOZ

Issuer

JPMorgan

SPDR

Tracking index

S&P 500 - AUD

S&P Developed ex Australia LargeMidCap AUD Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.07 %

Price

$57.00

$49.28

Size

N/A

$428.821 million

10Y return

N/A

111.87 %

Annual dividend/β€Šdistribution yield (5Y)

2.78 %

5.73 %

Market

ASX

ASX

First listed date

09/11/2022

19/03/2013

Purchase fee

$6.50

$6.50


Community Stats

JEPI

WXOZ

Popularity

Low

Low

Pearlers invested

12

11

Median incremental investment

$1,070.00

$1,190.50

Median investment frequency

Monthly

Monthly

Median total investment

$3,306.00

$2,513.28

Average age group

> 35

> 35


Pros and Cons

JEPI

WXOZ

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

JEPI

WXOZ

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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