Compare AU
Compare INCM vs. JZRO
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 BetaShares Global Income Leaders ETF (INCM) and the Janus Henderson Net Zero Transition Active ETF (JZRO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
INCM | JZRO | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 13 | 0 |
Median incremental investment | $1,293.46 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $4,763.40 | $0 |
Average age group | > 35 | N/A |
Key Summary
INCM | JZRO | |
|---|---|---|
Strategy | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The fund aims to track the performance of an index (before fees and expenses) that comprises 100 high-yielding global companies (ex-Australia) selected for their potential to generate attractive and sustainable income. | 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 | ALTRIA GROUP INC (3.34 %) AT&T INC (2.08 %) VERIZON COMMUNICATIONS INC (1.92 %) | Wheaton Precious Metals Corp (5.08 %) Pan American Silver Corp (4.45 %) Smurfit WestRock PLC (4.24 %) |
Top 3 industries | Other (30.45 %) Utilities (24.29 %) Consumer Staples (11.82 %) | Materials (73.12 %) Utilities (11.16 %) Industrials (9.78 %) |
Top 3 countries | United States (70.82 %) Korea (4.54 %) Hong Kong (3.66 %) | Canada (41.39 %) United States (27.57 %) Australia (7.16 %) |
Management fee | 0.45 % | 0.85 % |
Key Summary
INCM | JZRO | |
|---|---|---|
Issuer | BetaShares | Janus Henderson |
Tracking index | Nasdaq Global Income Leaders Index - USD-US Dollar | S&P Global Natural Resources |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.85 % |
Price | $18.68 | $27.24 |
Size | $36.712 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.13 % | 1.38 % |
Market | ASX | ASX |
First listed date | 22/10/2018 | 29/03/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | JZRO | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 13 | 0 |
Median incremental investment | $1,293.46 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $4,763.40 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
INCM | JZRO | |
|---|---|---|
Pros |
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Cons |
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INCM | JZRO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |