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Compare JREG 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 Jpmorgan Global Research En Index Eqty Active ETF (JREG) and the State Street SPDR S&P World Ex Australia Carbon Aware ETF (WXOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JREG | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 22 |
Median incremental investment | $4,000.00 | $1,190.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $1,192.10 | $3,660.36 |
Average age group | > 35 | > 35 |
Key Summary
JREG | WXOZ | |
|---|---|---|
Strategy | JREG.AX was created on 2015-05-05 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. To achieve a long-term return in excess of the benchmark, | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 659.48m in AUM and 690 holdings. The State Street SPDR S&P World ex Australia Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware Index. |
Top 3 holdings | NVIDIA Corp (5.51 %) Apple Inc (5.14 %) Microsoft Corp (4.53 %) | NVIDIA Corp (6.47 %) Apple Inc (5.19 %) Microsoft Corp (4.02 %) |
Top 3 industries | Information Technology (55.39 %) Consumer Discretionary (15.31 %) Communication Services (12.99 %) | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) |
Top 3 countries | United States (73.29 %) Japan (4.97 %) United Kingdom of Great Britain and Northern Ireland (4.05 %) | United States (66.13 %) Japan (8.26 %) United Kingdom of Great Britain and Northern Ireland (4.57 %) |
Management fee | 0.3 % | 0.04 % |
Key Summary
JREG | WXOZ | |
|---|---|---|
Issuer | JPMorgan | SPDR |
Tracking index | MSCI World ex Australia Index - AUD - Benchmark TR Net | S&P Developed Ex-Australia LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.3 % | 0.04 % |
Price | $85.15 | $51.67 |
Size | $60.074 million | $665.676 million |
10Y return | N/A | 123.00 % |
Annual distribution yield (5Y) | 1.96 % | 6.71 % |
Market | ASX | ASX |
First listed date | 09/11/2022 | 19/03/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JREG | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 22 |
Median incremental investment | $4,000.00 | $1,190.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $1,192.10 | $3,660.36 |
Average age group | > 35 | > 35 |
Pros and Cons
JREG | WXOZ | |
|---|---|---|
Pros |
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Cons |
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JREG | 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 |