Compare AU

Compare JZRO vs. UTIP

Compare shares and ETFs on the ASX that you can trade on Pearler.

Janus Henderson Net Zero Transition Active ETF

ASX

Buy

Buy

Overview
Performance

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 Inflation Protected Us Trsy Bond Ch ETF (UTIP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

JZRO

UTIP

Popularity

N/A

Low

Pearlers invested

0

2

Median incremental investment

$0

$4,023.50

Median investment frequency

N/A

Daily

Median total investment

$0

$15,760.70

Average age group

N/A

> 35


Key Summary

JZRO

UTIP

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.

UTIP.AX was created on 2023-09-18 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Global Inflation-Linked: U.S. TIPS Total Return Index Hedged AUD, before taking into account fees and expenses.

Top 3 holdings

Smurfit WestRock PLC (4.58 %)

Cameco Corp (4.34 %)

Pan American Silver Corp (4.29 %)

USD - UNITED STATES DOLLAR (0 %)

AUD - AUSTRALIA DOLLAR (0 %)

UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-34 (3.89 %)

Top 3 industries

Materials (79.50 %)

Utilities (11.16 %)

Energy (11.14 %)

Top 3 countries

Canada (41.39 %)

United States (27.57 %)

Australia (7.16 %)

Management fee

0.85 %

0.22 %


Key Summary

JZRO

UTIP

Issuer

Janus Henderson

BetaShares

Tracking index

S&P Global Natural Resources

Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.85 %

0.22 %

Price

$27.54

$25.55

Size

N/A

$184.712 million

10Y return

N/A

N/A

Annual distribution yield (5Y)

1.99 %

0.49 %

Market

ASX

ASX

First listed date

29/03/2022

19/09/2023

Purchase fee

$6.50

$6.50


Community Stats

JZRO

UTIP

Popularity

N/A

Low

Pearlers invested

0

2

Median incremental investment

$0

$4,023.50

Median investment frequency

N/A

Daily

Median total investment

$0

$15,760.70

Average age group

N/A

> 35


Pros and Cons

JZRO

UTIP

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

JZRO

UTIP

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 distribution yield

Lower distribution yield

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