Compare AU

Compare WDMF vs. JPEQ

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

iShares World Equity Factor ETF

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 iShares World Equity Factor ETF (WDMF) and the Jpm Us100Q Eq Prem Inc Active ETF (Managed Fund) (JPEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

WDMF

JPEQ

Popularity

Low

Low

Pearlers invested

1

3

Median incremental investment

$15,993.50

$2,000.00

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$147,904.64

$9,971.20

Average age group

> 35

> 35


Key Summary

WDMF

JPEQ

Strategy

WDMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 177.93m in AUM and 423 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses.

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.

Top 3 holdings

APPLE INC (4.74 %)

NVIDIA CORP (4.69 %)

MICROSOFT CORP (4.53 %)

JPMorgan Nasdaq Equity Premium Inc ETF (98.96 %)

Top 3 industries

Information Technology (27.00 %)

Financials (15.94 %)

Consumer Discretionary (13.38 %)

Top 3 countries

United States (68.87 %)

Japan (7.42 %)

Canada (2.86 %)

United States (97.22 %)

Netherlands (1.57 %)

Brazil (0.79 %)

Management fee

0.35 %

0.4 %


Key Summary

WDMF

JPEQ

Issuer

iShares

JPMorgan

Tracking index

MSCI World Diversified Multiple-Factor (AUD) Index - AUD

Asset class

ETF

ETF

Management fee

0.35 %

0.4 %

Price

$48.98

$65.21

Size

$177.565 million

N/A

10Y return

N/A

N/A

Annual distribution yield (5Y)

4.98 %

2.68 %

Market

ASX

ASX

First listed date

14/10/2016

24/05/2023

Purchase fee

$6.50

$6.50


Community Stats

WDMF

JPEQ

Popularity

Low

Low

Pearlers invested

1

3

Median incremental investment

$15,993.50

$2,000.00

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$147,904.64

$9,971.20

Average age group

> 35

> 35


Pros and Cons

WDMF

JPEQ

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

WDMF

JPEQ

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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