Compare AU

Compare BANK vs. JZRO

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

Global X Australian Bank Credit 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 BANK and JZRO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

BANK

JZRO

Popularity

Low

N/A

Pearlers invested

15

0

Median incremental investment

$998.75

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,009.00

$0

Average age group

> 35

N/A


Key Summary

BANK

JZRO

Strategy

BANK.AX was created on 2024-07-22 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide investors a return (before fees and expenses) that tracks the performance of the Solactive Australian Bank Credit Index, a published index, by holding a portfolio of Bonds and Hybrid Securities that may comprise all or a representation of the securities comprising the Index.

JZRO.AX was created on 2022-03-09 by Janus Henderson. The fund's investment portfolio concentrates primarily on theme equity. The Fund seeks to achieve a total return after fees that exceeds the total return of the Benchmark over rolling 5 year periods.

Top 3 holdings

Global X Australian Bank Credit ETF (100 %)

Wheaton Precious Metals Corp (5.08 %)

Pan American Silver Corp (4.45 %)

Smurfit WestRock PLC (4.24 %)

Top 3 industries

Materials (73.12 %)

Utilities (11.16 %)

Industrials (9.78 %)

Top 3 countries

Canada (41.39 %)

United States (27.57 %)

Australia (7.16 %)

Management fee

0.25 %

0.85 %


Key Summary

BANK

JZRO

Issuer

Global X

Janus Henderson

Tracking index

Solactive Australian Bank Credit Index - AUD - Benchmark TR Gross

S&P Global Natural Resources

Asset class

ETF

ETF

Management fee

0.25 %

0.85 %

Price

$10.09

$27.24

Size

$37.163 million

N/A

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

0.32 %

1.38 %

Market

ASX

ASX

First listed date

23/07/2024

29/03/2022

Purchase fee

$6.50

$6.50


Community Stats

BANK

JZRO

Popularity

Low

N/A

Pearlers invested

15

0

Median incremental investment

$998.75

$0

Median investment frequency

Monthly

N/A

Median total investment

$1,009.00

$0

Average age group

> 35

N/A


Pros and Cons

BANK

JZRO

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

BANK

JZRO

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower distribution yield

Higher distribution yield

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