Compare AU
Compare JZRO vs. IGB
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 Treasury ETF (IGB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JZRO | IGB | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 4 |
Median incremental investment | $0 | $829.08 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,852.88 |
Average age group | N/A | 26 - 35 |
Key Summary
JZRO | IGB | |
|---|---|---|
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. | IGB.AX was created on 2012-03-12 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. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury. |
Top 3 holdings | Wheaton Precious Metals Corp (5.08 %) Pan American Silver Corp (4.45 %) Smurfit WestRock PLC (4.24 %) | AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %) |
Top 3 industries | Materials (73.12 %) Utilities (11.16 %) Industrials (9.78 %) | Other (99.83 %) Communication Services (0.17 %) |
Top 3 countries | Canada (41.39 %) United States (27.57 %) Australia (7.16 %) | |
Management fee | 0.85 % | 0.26 % |
Key Summary
JZRO | IGB | |
|---|---|---|
Issuer | Janus Henderson | iShares |
Tracking index | S&P Global Natural Resources | Bloomberg AusBond Treasury (0+Y) |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.26 % |
Price | $27.24 | $97.52 |
Size | N/A | $369.352 million |
10Y return | N/A | -7.90 % |
Annual distribution yield (5Y) | 1.38 % | 1.75 % |
Market | ASX | ASX |
First listed date | 29/03/2022 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JZRO | IGB | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 4 |
Median incremental investment | $0 | $829.08 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,852.88 |
Average age group | N/A | 26 - 35 |
Pros and Cons
JZRO | IGB | |
|---|---|---|
Pros |
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Cons |
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JZRO | IGB |
|---|---|
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 price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |