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Compare JZRO vs. UMAX
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 S&P 500 Yield Maximiser Complex ETF (UMAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JZRO | UMAX | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 47 |
Median incremental investment | $0 | $1,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,923.70 |
Average age group | N/A | > 35 |
Key Summary
JZRO | UMAX | |
|---|---|---|
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. | UMAX.AX was created on 2014-09-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. UMAX.AX aims to generate attractive quarterly income and reduce the volatility of portfolio returns by implementing an equity income investment strategy over a portfolio of stocks comprising the S&P 500 Index. UMAX.AX does not aim to track an index. |
Top 3 holdings | Pan American Silver Corp (5.40 %) Prysmian SpA (4.69 %) Wheaton Precious Metals Corp (3.91 %) | ISHARES CORE S&P 500 ETF (99.86 %) USD - UNITED STATES DOLLAR (0.12 %) AUD - AUSTRALIA DOLLAR (0.01 %) |
Top 3 industries | Materials (71.32 %) Energy (11.48 %) Utilities (11.16 %) | Other (99.94 %) Communication Services (0.06 %) |
Top 3 countries | Canada (41.39 %) United States (27.57 %) Australia (7.16 %) | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) |
Management fee | 0.85 % | 0.79 % |
Key Summary
JZRO | UMAX | |
|---|---|---|
Issuer | Janus Henderson | BetaShares |
Tracking index | S&P Global Natural Resources | |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.79 % |
Price | $33.51 | $26.82 |
Size | N/A | $294.748 million |
10Y return | N/A | 49.83 % |
Annual distribution yield (5Y) | 2.82 % | 5.84 % |
Market | ASX | ASX |
First listed date | 29/03/2022 | 19/09/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JZRO | UMAX | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 47 |
Median incremental investment | $0 | $1,000.00 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,923.70 |
Average age group | N/A | > 35 |
Pros and Cons
JZRO | UMAX | |
|---|---|---|
Pros |
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Cons |
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JZRO | UMAX |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |