Compare AU
Compare JZRO vs. WDIV
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 SPDR S&P Global Dividend Fund (WDIV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JZRO | WDIV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 38 |
Median incremental investment | $0 | $658.36 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,356.80 |
Average age group | N/A | > 35 |
Key Summary
JZRO | WDIV | |
|---|---|---|
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. | WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The SPDR S&P Global Dividend Fund seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats AUD Index. |
Top 3 holdings | Wheaton Precious Metals Corp (5.08 %) Pan American Silver Corp (4.45 %) Smurfit WestRock PLC (4.24 %) | Altria Group Inc (2.70 %) Highwoods Properties Inc (2.38 %) Solvay SA (2.19 %) |
Top 3 industries | Materials (73.12 %) Utilities (11.16 %) Industrials (9.78 %) | Industrials (30.46 %) Real Estate (30.13 %) Consumer Staples (22.77 %) |
Top 3 countries | Canada (41.39 %) United States (27.57 %) Australia (7.16 %) | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) |
Management fee | 0.85 % | 0.35 % |
Key Summary
JZRO | WDIV | |
|---|---|---|
Issuer | Janus Henderson | SPDR |
Tracking index | S&P Global Natural Resources | S&P Global Dividend Aristocrats Index sp_43 |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.35 % |
Price | $27.24 | $20.23 |
Size | N/A | $278.775 million |
10Y return | N/A | 13.02 % |
Annual distribution yield (5Y) | 1.38 % | 4.85 % |
Market | ASX | ASX |
First listed date | 29/03/2022 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JZRO | WDIV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 38 |
Median incremental investment | $0 | $658.36 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,356.80 |
Average age group | N/A | > 35 |
Pros and Cons
JZRO | WDIV | |
|---|---|---|
Pros |
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Cons |
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JZRO | WDIV |
|---|---|
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 price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |