Compare AU
Compare JZRO vs. QFN
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 Financials Sector ETF (QFN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JZRO | QFN | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 23 |
Median incremental investment | $0 | $540.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,113.75 |
Average age group | N/A | 26 - 35 |
Key Summary
JZRO | QFN | |
|---|---|---|
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. | QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 60.74m in AUM and 27 holdings. QFN.AX aims to track the performance of an index (before fees and expenses) comprising the largest ASX-listed companies in the financial sector, including the Big 4 banks and insurance companies but excluding Real Estate Investment Trusts. |
Top 3 holdings | Wheaton Precious Metals Corp (5.64 %) Cameco Corp (4.33 %) Linde PLC (4.11 %) | COMMONWEALTH BANK OF AUSTRALIA (29.78 %) NATIONAL AUSTRALIA BANK LTD (15.53 %) WESTPAC BANKING CORP (13.12 %) |
Top 3 industries | Materials (80.11 %) Utilities (11.16 %) Energy (10.93 %) | Financials (99.61 %) Communication Services (2.56 %) Other (0.39 %) |
Top 3 countries | Canada (41.39 %) United States (27.57 %) Australia (7.16 %) | Australia (99.69 %) United States (0.31 %) |
Management fee | 0.85 % | 0.34 % |
Key Summary
JZRO | QFN | |
|---|---|---|
Issuer | Janus Henderson | BetaShares |
Tracking index | S&P Global Natural Resources | Solactive Australia Financials Ex-REITs Sector Index |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.34 % |
Price | $28.36 | $16.91 |
Size | N/A | $88.853 million |
10Y return | N/A | 44.28 % |
Annual distribution yield (5Y) | 1.38 % | 5.63 % |
Market | ASX | ASX |
First listed date | 29/03/2022 | 15/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JZRO | QFN | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 23 |
Median incremental investment | $0 | $540.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,113.75 |
Average age group | N/A | 26 - 35 |
Pros and Cons
JZRO | QFN | |
|---|---|---|
Pros |
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Cons |
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JZRO | QFN |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |