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Compare WXOZ vs. JEPI

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

SPDR S&P World Ex Australia Carbon Aware ETF

ASX

Buy

Buy

Overview
Performance

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

11

17

Median incremental investment

$993.75

$1,302.97

Median investment frequency

Monthly

Monthly

Median total investment

$1,252.80

$3,567.30

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 411.75m 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 (5.03 %)

Microsoft Corp (4.21 %)

NVIDIA Corp (3.45 %)

Jpmorgan Equity Premium Income Active ETF (100 %)

Top 3 industries

Information Technology (57.51 %)

Communication Services (14.24 %)

Consumer Discretionary (6.87 %)

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

$46.40

$51.70

Size

$416.010 million

N/A

10Y return

80.97 %

N/A

Annual distribution/β€Šdividend yield (5Y)

5.73 %

3.21 %

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

11

17

Median incremental investment

$993.75

$1,302.97

Median investment frequency

Monthly

Monthly

Median total investment

$1,252.80

$3,567.30

Average age group

> 35

> 35


Pros and Cons

WXOZ

JEPI

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

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