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Compare JZRO vs. LSGE
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 Loomis Sayles Global Equity Fund - Active ETF (LSGE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JZRO | LSGE | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $743.50 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $2,544.78 |
Average age group | N/A | < 26 |
Key Summary
JZRO | LSGE | |
|---|---|---|
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. | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Funds benchmark over a full market cycle. |
Top 3 holdings | Pan American Silver Corp (5.40 %) Prysmian SpA (4.69 %) Wheaton Precious Metals Corp (3.91 %) | Meta Platforms Inc Class A (7.39 %) MercadoLibre Inc (5.99 %) Tesla Inc (5.90 %) |
Top 3 industries | Materials (71.32 %) Energy (11.48 %) Utilities (11.16 %) | Information Technology (35.20 %) Communication Services (33.86 %) Consumer Discretionary (30.94 %) |
Top 3 countries | Canada (41.39 %) United States (27.57 %) Australia (7.16 %) | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) |
Management fee | 0.85 % | 0.99 % |
Key Summary
JZRO | LSGE | |
|---|---|---|
Issuer | Janus Henderson | Loomis Sayles |
Tracking index | S&P Global Natural Resources | MSCI ACWI Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.99 % |
Price | $33.51 | $2.51 |
Size | N/A | $46.611 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.82 % | 35.18 % |
Market | ASX | ASX |
First listed date | 29/03/2022 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JZRO | LSGE | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $743.50 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $2,544.78 |
Average age group | N/A | < 26 |
Pros and Cons
JZRO | LSGE | |
|---|---|---|
Pros |
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Cons |
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JZRO | LSGE |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |