Compare AU

Compare JHPI vs. WXOZ

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

Jpm Eqty Prem Inc H Active ETF (Managed Fund)

ASX

Buy

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 Jpm Eqty Prem Inc H Active ETF (Managed Fund) (JHPI) and the SPDR S&P World Ex Australia Carbon Control Fund (WXOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

JHPI

WXOZ

Popularity

N/A

Low

Pearlers invested

0

11

Median incremental investment

$0

$1,190.50

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,513.28

Average age group

N/A

> 35


Key Summary

JHPI

WXOZ

Strategy

JHPI.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 current1 income while maintaining prospects for capital appreciation.

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 Equity Premium Income ETF (100.52 %)

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

JHPI

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

$52.90

$49.28

Size

N/A

$428.821 million

10Y return

N/A

111.87 %

Annual distribution yield (5Y)

1.87 %

5.73 %

Market

ASX

ASX

First listed date

24/05/2023

19/03/2013

Purchase fee

$6.50

$6.50


Community Stats

JHPI

WXOZ

Popularity

N/A

Low

Pearlers invested

0

11

Median incremental investment

$0

$1,190.50

Median investment frequency

N/A

Monthly

Median total investment

$0

$2,513.28

Average age group

N/A

> 35


Pros and Cons

JHPI

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

JHPI

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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