Compare AU
Compare JZRO vs. BGBL
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 Global Shares ETF (BGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JZRO | BGBL | |
---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 425 |
Median incremental investment | $0 | $2,050.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $9,668.55 |
Average age group | N/A | 26 - 35 |
Key Summary
JZRO | BGBL | |
---|---|---|
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. | BGBL.AX was created on 2023-05-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Global Shares ETF is to provide an investment return that aims to track the performance of the Solactive GBS Developed Markets ex Australia Large & Mid Cap Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | Smurfit WestRock PLC (4.58 %) Cameco Corp (4.34 %) Pan American Silver Corp (4.29 %) | NVIDIA CORP (4.98 %) APPLE INC (4.76 %) MICROSOFT CORP (4.72 %) |
Top 3 industries | Materials (79.50 %) Utilities (11.16 %) Energy (11.14 %) | Other (28.60 %) Information Technology (23.21 %) Financials (9.21 %) |
Top 3 countries | Canada (41.39 %) United States (27.57 %) Australia (7.16 %) | United States (71.89 %) Japan (6.55 %) United Kingdom of Great Britain and Northern Ireland (3.85 %) |
Management fee | 0.85 % | 0.08 % |
Key Summary
JZRO | BGBL | |
---|---|---|
Issuer | Janus Henderson | BetaShares |
Tracking index | S&P Global Natural Resources | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.08 % |
Price | $27.51 | $74.95 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.99 % | 0.35 % |
Market | ASX | ASX |
First listed date | 29/03/2022 | 10/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JZRO | BGBL | |
---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 425 |
Median incremental investment | $0 | $2,050.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $9,668.55 |
Average age group | N/A | 26 - 35 |
Pros and Cons
JZRO | BGBL | |
---|---|---|
Pros |
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Cons |
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JZRO | BGBL |
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Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |