Compare AU
Compare JZRO vs. STW
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 SPDR S&P/ASX 200 Fund (STW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JZRO | STW | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 349 |
Median incremental investment | $0 | $1,002.94 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $4,394.32 |
Average age group | N/A | > 35 |
Key Summary
JZRO | STW | |
|---|---|---|
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. | STW.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 5766.44m in AUM and 203 holdings. The SPDR S&P/ASX 200 Fund, seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 Index. |
Top 3 holdings | Wheaton Precious Metals Corp (5.08 %) Pan American Silver Corp (4.45 %) Smurfit WestRock PLC (4.24 %) | Commonwealth Bank of Australia (10.40 %) BHP Group Ltd (8.13 %) CSL Ltd (5.40 %) |
Top 3 industries | Materials (73.12 %) Utilities (11.16 %) Industrials (9.78 %) | Financials (55.40 %) Materials (16.89 %) Health Care (11.15 %) |
Top 3 countries | Canada (41.39 %) United States (27.57 %) Australia (7.16 %) | Australia (94.83 %) United States (3.10 %) New Zealand (1.58 %) |
Management fee | 0.85 % | 0.05 % |
Key Summary
JZRO | STW | |
|---|---|---|
Issuer | Janus Henderson | SPDR |
Tracking index | S&P Global Natural Resources | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.05 % |
Price | $27.24 | $74.48 |
Size | N/A | $5.499 billion |
10Y return | N/A | 46.33 % |
Annual distribution yield (5Y) | 1.38 % | 5.64 % |
Market | ASX | ASX |
First listed date | 29/03/2022 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JZRO | STW | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 349 |
Median incremental investment | $0 | $1,002.94 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $4,394.32 |
Average age group | N/A | > 35 |
Pros and Cons
JZRO | STW | |
|---|---|---|
Pros |
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Cons |
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JZRO | STW |
|---|---|
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 |