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Compare JZRO vs. SWTZ
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 Switzer Dividend Growth Fund - Active ETF (SWTZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JZRO | SWTZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 6 |
Median incremental investment | $0 | $828.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,457.95 |
Average age group | N/A | > 35 |
Key Summary
JZRO | SWTZ | |
|---|---|---|
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. | SWTZ.AX was created on 2017-02-23 by AGP. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with an income return that exceeds the S&P/ASX 100 Accumulation Index (Index) (after fees) over rolling 12-month periods, while also maintaining a lower level of volatility relative to the Index over rolling 12-month periods. |
Top 3 holdings | Pan American Silver Corp (5.40 %) Prysmian SpA (4.69 %) Wheaton Precious Metals Corp (3.91 %) | BHP Group Ltd (6.64 %) National Australia Bank Ltd (6.09 %) Westpac Banking Corp (5.85 %) |
Top 3 industries | Materials (71.32 %) Energy (11.48 %) Utilities (11.16 %) | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) |
Top 3 countries | Canada (41.39 %) United States (27.57 %) Australia (7.16 %) | |
Management fee | 0.85 % | 0.89 % |
Key Summary
JZRO | SWTZ | |
|---|---|---|
Issuer | Janus Henderson | AGP |
Tracking index | S&P Global Natural Resources | |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.89 % |
Price | $34.26 | $2.43 |
Size | N/A | $59.639 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.82 % | 5.22 % |
Market | ASX | ASX |
First listed date | 29/03/2022 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JZRO | SWTZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 6 |
Median incremental investment | $0 | $828.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,457.95 |
Average age group | N/A | > 35 |
Pros and Cons
JZRO | SWTZ | |
|---|---|---|
Pros |
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Cons |
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JZRO | SWTZ |
|---|---|
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 |