Compare AU
Compare JPHQ vs. WCMQ
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 H Active ETF (Managed Fund) (JPHQ) and the WCM Quality Global Growth Fund (Quoted Managed Fund) (WCMQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JPHQ | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $1,000.00 | $1,006.22 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,324.00 | $1,452.56 |
Average age group | 26 - 35 | > 35 |
Key Summary
JPHQ | WCMQ | |
|---|---|---|
Strategy | JPHQ.AX was created on 2023-05-25 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. | WCMQ.AX was created on 2018-09-03 by WCM. The fund's investment portfolio concentrates primarily on total market equity. To exceed the benchmark MSCI All Country World Index ex-Australia before taxes and fees over rolling three-year time periods, and to experience lower volatility than the benchmark. |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) | AppLovin Corp Ordinary Shares - Class A (6.22 %) GE Aerospace (4.72 %) Amazon.com Inc (4.70 %) |
Top 3 industries | Information Technology (31.52 %) Other (17.50 %) Health Care (17.32 %) | |
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) |
Management fee | 0.4 % | 1.25 % |
Key Summary
JPHQ | WCMQ | |
|---|---|---|
Issuer | JPMorgan | WCM |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.4 % | 1.25 % |
Price | $60.50 | $10.84 |
Size | N/A | $402.147 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.40 % | 3.86 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPHQ | WCMQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $1,000.00 | $1,006.22 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,324.00 | $1,452.56 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
JPHQ | WCMQ | |
|---|---|---|
Pros |
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Cons |
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JPHQ | WCMQ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |