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Compare JZRO vs. AYLD
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 Global X S&P/ASX 200 Covered Call Complex ETF (AYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JZRO | AYLD | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 13 |
Median incremental investment | $0 | $1,227.25 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,940.48 |
Average age group | N/A | > 35 |
Key Summary
JZRO | AYLD | |
|---|---|---|
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. | AYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 84.47m in AUM and 202 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P/ASX BuyWrite Index |
Top 3 holdings | Nutrien Ltd (7.85 %) Pan American Silver Corp (5.28 %) Cameco Corp (4.56 %) | Commonwealth Bank of Australia (11.82 %) BHP Group Ltd (7.86 %) National Australia Bank Ltd (4.78 %) |
Top 3 industries | Materials (80.66 %) Utilities (11.16 %) Energy (10.70 %) | Financials (57.08 %) Materials (15.59 %) Health Care (9.57 %) |
Top 3 countries | Canada (41.39 %) United States (27.57 %) Australia (7.16 %) | Australia (94.85 %) United States (3.09 %) New Zealand (1.58 %) |
Management fee | 0.85 % | 0.6 % |
Key Summary
JZRO | AYLD | |
|---|---|---|
Issuer | Janus Henderson | Global X |
Tracking index | S&P Global Natural Resources | S&P/ASX 200 Index |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.6 % |
Price | $28.68 | $10.14 |
Size | N/A | $83.670 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.82 % | 7.34 % |
Market | ASX | ASX |
First listed date | 29/03/2022 | 31/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JZRO | AYLD | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 13 |
Median incremental investment | $0 | $1,227.25 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,940.48 |
Average age group | N/A | > 35 |
Pros and Cons
JZRO | AYLD | |
|---|---|---|
Pros |
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Cons |
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JZRO | AYLD |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |