Compare AU

Compare INCM vs. JZRO

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

BetaShares Global Income Leaders ETF

ASX

Buy

Buy

Overview
Performance

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

$1,240.50

$0

Median investment frequency

Monthly

N/A

Median total investment

$4,551.75

$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 (5.64 %)

Cameco Corp (4.33 %)

Linde PLC (4.11 %)

Top 3 industries

Other (30.45 %)

Utilities (24.29 %)

Consumer Staples (11.82 %)

Materials (80.11 %)

Utilities (11.16 %)

Energy (10.93 %)

Top 3 countries

United States (68.03 %)

United Kingdom of Great Britain and Northern Ireland (1.52 %)

France (0.00 %)

Canada (62.08 %)

United Kingdom of Great Britain and Northern Ireland (10.35 %)

Ireland (9.39 %)

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

$18.25

$28.31

Size

$32.016 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

$1,240.50

$0

Median investment frequency

Monthly

N/A

Median total investment

$4,551.75

$0

Average age group

> 35

N/A


Pros and Cons

INCM

JZRO

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

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

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