Compare AU
Compare JPEQ vs. STW
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 Us100Q Eq Prem Inc Active ETF (Managed Fund) (JPEQ) and the SPDR S&P/ASX 200 Fund (STW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPEQ | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 346 |
Median incremental investment | $750.00 | $1,002.31 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,879.17 | $4,499.93 |
Average age group | > 35 | > 35 |
Key Summary
JPEQ | STW | |
|---|---|---|
Strategy | 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. | STW.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 5535.91m in AUM and 203 holdings. The SPDR S&P/ASX 200 Fund, seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 Index. |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %) | Commonwealth Bank of Australia (10.38 %) BHP Group Ltd (7.95 %) CSL Ltd (5.39 %) |
Top 3 industries | Financials (55.94 %) Materials (16.72 %) Health Care (11.34 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) |
Management fee | 0.4 % | 0.05 % |
Key Summary
JPEQ | STW | |
|---|---|---|
Issuer | JPMorgan | SPDR |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.05 % |
Price | $63.78 | $76.27 |
Size | N/A | $5.670 billion |
10Y return | N/A | 49.61 % |
Annual distribution yield (5Y) | 2.54 % | 5.64 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPEQ | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 346 |
Median incremental investment | $750.00 | $1,002.31 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,879.17 | $4,499.93 |
Average age group | > 35 | > 35 |
Pros and Cons
JPEQ | STW | |
|---|---|---|
Pros |
|
|
Cons |
|
|
JPEQ | STW |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |