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Compare JZRO vs. USHY
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 USHY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JZRO | USHY | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 6 |
Median incremental investment | $0 | $5,000.00 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $3,438.50 |
Average age group | N/A | > 35 |
Key Summary
JZRO | USHY | |
|---|---|---|
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. | USHY.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide consumers with a return that tracks the performance of the Solactive USD High Yield Corporates Total Market Hedged to AUD Index (the Index) before fees and expenses. |
Top 3 holdings | Pan American Silver Corp (5.40 %) Prysmian SpA (4.69 %) Wheaton Precious Metals Corp (3.91 %) | Global X Usd High Yield Bond (Currency Hedged) 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 % | 0.3 % |
Key Summary
JZRO | USHY | |
|---|---|---|
Issuer | Janus Henderson | Global X |
Tracking index | S&P Global Natural Resources | Solactive USD High Yield Corporates Total Market AUD Hedged Index - AUD - Benchmark TR Net Hedged |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.3 % |
Price | $34.49 | $10.58 |
Size | N/A | $22.967 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.82 % | 4.60 % |
Market | ASX | ASX |
First listed date | 29/03/2022 | 04/07/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JZRO | USHY | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 6 |
Median incremental investment | $0 | $5,000.00 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $3,438.50 |
Average age group | N/A | > 35 |
Pros and Cons
JZRO | USHY | |
|---|---|---|
Pros |
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Cons |
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JZRO | USHY |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |