Compare AU
Compare JPEQ vs. WXOZ
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 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
JPEQ | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 11 |
Median incremental investment | $750.00 | $1,190.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,044.41 | $2,513.28 |
Average age group | > 35 | > 35 |
Key Summary
JPEQ | WXOZ | |
|---|---|---|
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. | 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 Nasdaq Equity Premium Inc ETF (99.66 %) | 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 (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | 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
JPEQ | WXOZ | |
|---|---|---|
Issuer | JPMorgan | SPDR |
Tracking index | S&P Developed ex Australia LargeMidCap AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.07 % |
Price | $65.94 | $49.28 |
Size | N/A | $428.821 million |
10Y return | N/A | 111.87 % |
Annual distribution yield (5Y) | 2.54 % | 5.73 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 19/03/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPEQ | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 11 |
Median incremental investment | $750.00 | $1,190.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,044.41 | $2,513.28 |
Average age group | > 35 | > 35 |
Pros and Cons
JPEQ | WXOZ | |
|---|---|---|
Pros |
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Cons |
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JPEQ | 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 |