Back
Compare AU
Compare WXHG vs. JEPI
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 State Street SPDR S&P World Ex Aus Carbon Aware (Hedged) ETF (WXHG) and the Jpmorgan Equity Premium Income Active ETF (JEPI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WXHG | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 22 |
Median incremental investment | $676.09 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,351.75 | $1,310.92 |
Average age group | > 35 | > 35 |
Key Summary
WXHG | JEPI | |
|---|---|---|
Strategy | WXHG.AX was created on 2013-07-08 by State Street . The fund's investment portfolio concentrates primarily on total market equity. The SPDR S&P World ex Australia Carbon Aware (Hedged) ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware AUD Hedged Index. | JEPI.AX was created on 2022-11-08 by JPMorgan. The fund's investment portfolio concentrates primarily on extended market equity. The investment objective of the Fund is to seek current0F 1 income while maintaining prospects for capital appreciation. The Fund seeks to provide the majority of the returns associated with the S&P 500 Index while exposing investors to less risk through lower volatility and still offering incremental income. |
Top 3 holdings | Stt Strt SPDR S&P World ex AusCrbAwrETF (99.89 %) | JPMorgan Equity Premium Income ETF (99.70 %) |
Top 3 industries | ||
Top 3 countries | United States (65.09 %) Japan (8.74 %) United Kingdom of Great Britain and Northern Ireland (4.66 %) | United States (98.35 %) Switzerland (0.85 %) Netherlands (0.80 %) |
Management fee | 0.1 % | 0.4 % |
Key Summary
WXHG | JEPI | |
|---|---|---|
Issuer | State Street | JPMorgan |
Tracking index | S&P Developed ex Australia LargeMidCap AUD Hedged Index - AUD | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.4 % |
Price | $28.15 | $50.42 |
Size | $367.573 million | $171.372 million |
10Y return | 60.95 % | N/A |
Annual distribution yield (5Y) | 9.66 % | 5.02 % |
Market | ASX | ASX |
First listed date | 09/07/2013 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXHG | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 22 |
Median incremental investment | $676.09 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,351.75 | $1,310.92 |
Average age group | > 35 | > 35 |
Pros and Cons
WXHG | JEPI | |
|---|---|---|
Pros |
|
|
Cons |
|
|
WXHG | JEPI |
|---|---|
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 |