Compare AU
Compare JPEQ 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 Jpm Us100Q Eq Prem Inc Active ETF (Managed Fund) (JPEQ) 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
JPEQ | JZRO | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 2 | 0 |
Median incremental investment | $750.00 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $5,044.41 | $0 |
Average age group | > 35 | N/A |
Key Summary
JPEQ | JZRO | |
|---|---|---|
Strategy | JPEQ.AX was created on 2023-05-23 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to seek current income while maintaining prospects for capital appreciation. | 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 | JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %) | 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 | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | Canada (41.39 %) United States (27.57 %) Australia (7.16 %) |
Management fee | 0.4 % | 0.85 % |
Key Summary
JPEQ | JZRO | |
|---|---|---|
Issuer | JPMorgan | Janus Henderson |
Tracking index | S&P Global Natural Resources | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.85 % |
Price | $65.94 | $27.24 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.54 % | 1.38 % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 29/03/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPEQ | JZRO | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 2 | 0 |
Median incremental investment | $750.00 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $5,044.41 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
JPEQ | JZRO | |
|---|---|---|
Pros |
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Cons |
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JPEQ | 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 distribution yield | Lower distribution yield |