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Compare JZRO vs. AESG
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 Janus Henderson Net Zero Transition Active ETF (JZRO) and the iShares Global Aggregate Bond Esg (Aud Hedged) ETF (AESG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JZRO | AESG | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 2 |
Median incremental investment | $0 | $13,496.75 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $27,138.36 |
Average age group | N/A | > 35 |
Key Summary
JZRO | AESG | |
|---|---|---|
Strategy | 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. | AESG.AX was created on 2022-08-09 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging). |
Top 3 holdings | Pan American Silver Corp (5.40 %) Prysmian SpA (4.69 %) Wheaton Precious Metals Corp (3.91 %) | iShares Global Aggt Bd ESG SRIETFAUDHDis (99.98 %) |
Top 3 industries | Materials (71.32 %) Energy (11.48 %) Utilities (11.16 %) | Other (99.97 %) Communication Services (0.03 %) |
Top 3 countries | Canada (41.39 %) United States (27.57 %) Australia (7.16 %) | |
Management fee | 0.85 % | 0.19 % |
Key Summary
JZRO | AESG | |
|---|---|---|
Issuer | Janus Henderson | iShares |
Tracking index | S&P Global Natural Resources | Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI Index - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.19 % |
Price | $34.49 | $97.66 |
Size | N/A | $317.117 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.82 % | 2.02 % |
Market | ASX | ASX |
First listed date | 29/03/2022 | 10/08/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JZRO | AESG | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 2 |
Median incremental investment | $0 | $13,496.75 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $27,138.36 |
Average age group | N/A | > 35 |
Pros and Cons
JZRO | AESG | |
|---|---|---|
Pros |
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Cons |
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JZRO | AESG |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |