Compare AU
Compare WXOZ 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, shares and ETFs are a popular choice. Two options in the ASX are WXOZ and JEPI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
WXOZ | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 17 |
Median incremental investment | $1,092.25 | $1,359.81 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,318.88 | $4,438.70 |
Average age group | > 35 | > 35 |
Key Summary
WXOZ | JEPI | |
|---|---|---|
Strategy | 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 438.6m in AUM and 784 holdings. The 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. | 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 | Apple Inc (5.43 %) NVIDIA Corp (4.93 %) Microsoft Corp (4.62 %) | Jpmorgan Equity Premium Income Active ETF (100 %) |
Top 3 industries | Information Technology (57.55 %) Communication Services (14.19 %) Consumer Discretionary (7.54 %) | |
Top 3 countries | United States (66.13 %) Japan (8.26 %) United Kingdom of Great Britain and Northern Ireland (4.57 %) | United States (97.04 %) Netherlands (2.05 %) Singapore (0.47 %) |
Management fee | 0.07 % | 0.4 % |
Key Summary
WXOZ | JEPI | |
|---|---|---|
Issuer | SPDR | JPMorgan |
Tracking index | S&P Developed ex Australia LargeMidCap AUD Index - AUD | S&P 500 - AUD |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.4 % |
Price | $48.44 | $52.65 |
Size | $436.351 million | N/A |
10Y return | 90.86 % | N/A |
Annual distribution/ dividend yield (5Y) | 5.73 % | 3.36 % |
Market | ASX | ASX |
First listed date | 19/03/2013 | 09/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXOZ | JEPI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 17 |
Median incremental investment | $1,092.25 | $1,359.81 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,318.88 | $4,438.70 |
Average age group | > 35 | > 35 |
Pros and Cons
WXOZ | JEPI | |
|---|---|---|
Pros |
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Cons |
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WXOZ | 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 |