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Compare JZRO vs. RSM
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 RSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JZRO | RSM | |
|---|---|---|
Popularity | N/A | N/A |
Pearlers invested | 0 | 0 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | N/A |
Median total investment | $0 | $0 |
Average age group | N/A | N/A |
Key Summary
JZRO | RSM | |
|---|---|---|
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. | RSM.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide a total return before costs and tax, in line with the DBIQ 0-5 year Australian Semi-Government Bond Index over the long term. |
Top 3 holdings | Pan American Silver Corp (5.40 %) Prysmian SpA (4.69 %) Wheaton Precious Metals Corp (3.91 %) | Russell Investments Australian Semi-Government Bond ETF (100 %) |
Top 3 industries | Materials (71.32 %) Energy (11.48 %) Utilities (11.16 %) | |
Top 3 countries | Canada (41.39 %) United States (27.57 %) Australia (7.16 %) | |
Management fee | 0.85 % | 0.26 % |
Key Summary
JZRO | RSM | |
|---|---|---|
Issuer | Janus Henderson | Russell |
Tracking index | S&P Global Natural Resources | DBIQ 0-5 year Australian Semi-Government Bond Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.26 % |
Price | $33.51 | $20.88 |
Size | N/A | $59.179 million |
10Y return | N/A | 1.31 % |
Annual distribution/ dividend yield (5Y) | 2.82 % | 2.59 % |
Market | ASX | ASX |
First listed date | 29/03/2022 | 13/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JZRO | RSM | |
|---|---|---|
Popularity | N/A | N/A |
Pearlers invested | 0 | 0 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | N/A |
Median total investment | $0 | $0 |
Average age group | N/A | N/A |
Pros and Cons
JZRO | RSM | |
|---|---|---|
Pros |
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Cons |
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JZRO | RSM |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |