Compare AU
Compare JZRO vs. BEAR
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 BetaShares Australian Equities Bear (Hedge Fund) (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JZRO | BEAR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 3 |
Median incremental investment | $0 | $1,175.25 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,294.00 |
Average age group | N/A | 26 - 35 |
Key Summary
JZRO | BEAR | |
|---|---|---|
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. | BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises). |
Top 3 holdings | Wheaton Precious Metals Corp (5.08 %) Pan American Silver Corp (4.45 %) Smurfit WestRock PLC (4.24 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Materials (73.12 %) Utilities (11.16 %) Industrials (9.78 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | Canada (41.39 %) United States (27.57 %) Australia (7.16 %) | |
Management fee | 0.85 % | 1.38 % |
Key Summary
JZRO | BEAR | |
|---|---|---|
Issuer | Janus Henderson | BetaShares |
Tracking index | S&P Global Natural Resources | |
Asset class | ETF | ETF |
Management fee | 0.85 % | 1.38 % |
Price | $27.24 | $7.75 |
Size | N/A | $50.162 million |
10Y return | N/A | -56.68 % |
Annual distribution yield (5Y) | 1.38 % | 0.28 % |
Market | ASX | ASX |
First listed date | 29/03/2022 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JZRO | BEAR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 3 |
Median incremental investment | $0 | $1,175.25 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,294.00 |
Average age group | N/A | 26 - 35 |
Pros and Cons
JZRO | BEAR | |
|---|---|---|
Pros |
| |
Cons |
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JZRO | BEAR |
|---|---|
Higher exposure to AU market | Lower 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 |