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Compare JZRO vs. WCMQ
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 WCM Quality Global Growth Fund - Active ETF (WCMQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JZRO | WCMQ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 11 |
Median incremental investment | $0 | $583.00 |
Median investment frequency | N/A | Quarterly |
Median total investment | $0 | $1,217.52 |
Average age group | N/A | > 35 |
Key Summary
JZRO | WCMQ | |
|---|---|---|
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. | WCMQ.AX was created on 2018-09-03 by WCM. The fund's investment portfolio concentrates primarily on total market equity. To exceed the benchmark MSCI All Country World Index ex-Australia before taxes and fees over rolling three-year time periods, and to experience lower volatility than the benchmark. |
Top 3 holdings | Rio Tinto PLC Ordinary Shares (5.30 %) Pan American Silver Corp (4.13 %) PLS Group Ltd (3.80 %) | AppLovin Corp Ordinary Shares - Class A (11.40 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (4.48 %) Saab AB Class B (4.43 %) |
Top 3 industries | Materials (71.32 %) Energy (11.48 %) Utilities (11.16 %) | Information Technology (31.16 %) Industrials (20.49 %) Financials (19.21 %) |
Top 3 countries | Canada (41.39 %) United States (27.57 %) Australia (7.16 %) | United States (71.21 %) Canada (4.84 %) Denmark (4.43 %) |
Management fee | 0.85 % | 1.25 % |
Key Summary
JZRO | WCMQ | |
|---|---|---|
Issuer | Janus Henderson | WCM |
Tracking index | S&P Global Natural Resources | |
Asset class | ETF | ETF |
Management fee | 0.85 % | 1.25 % |
Price | $33.63 | $10.73 |
Size | N/A | $385.630 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.82 % | 11.81 % |
Market | ASX | ASX |
First listed date | 29/03/2022 | 03/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JZRO | WCMQ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 11 |
Median incremental investment | $0 | $583.00 |
Median investment frequency | N/A | Quarterly |
Median total investment | $0 | $1,217.52 |
Average age group | N/A | > 35 |
Pros and Cons
JZRO | WCMQ | |
|---|---|---|
Pros |
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Cons |
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JZRO | WCMQ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |