Compare AU
Compare JZRO vs. INES
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are JZRO and INES. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JZRO | INES | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 21 |
Median incremental investment | $0 | $803.40 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $4,452.01 |
Average age group | N/A | > 35 |
Key Summary
JZRO | INES | |
|---|---|---|
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. | INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth. |
Top 3 holdings | Wheaton Precious Metals Corp (5.64 %) Cameco Corp (4.33 %) Linde PLC (4.11 %) | Intelligent Investor Ethical Share Fund (Managed Fund) (100 %) |
Top 3 industries | Materials (80.11 %) Utilities (11.16 %) Energy (10.93 %) | |
Top 3 countries | Canada (41.39 %) United States (27.57 %) Australia (7.16 %) | |
Management fee | 0.85 % | 0.97 % |
Key Summary
JZRO | INES | |
|---|---|---|
Issuer | Janus Henderson | Intelligent Investor |
Tracking index | S&P Global Natural Resources | |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.97 % |
Price | $28.36 | $3.48 |
Size | N/A | $74.418 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 1.38 % | 4.41 % |
Market | ASX | ASX |
First listed date | 29/03/2022 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JZRO | INES | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 21 |
Median incremental investment | $0 | $803.40 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $4,452.01 |
Average age group | N/A | > 35 |
Pros and Cons
JZRO | INES | |
|---|---|---|
Pros |
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Cons |
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JZRO | INES |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |