Compare AU
Compare JZRO vs. WVOL
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 iShares MSCI World Ex Aust Minimum Volatility ETF (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JZRO | WVOL | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 4 |
Median incremental investment | $0 | $2,005.19 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,681.63 |
Average age group | N/A | > 35 |
Key Summary
JZRO | WVOL | |
|---|---|---|
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. | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 91.51m in AUM and 386 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | Wheaton Precious Metals Corp (5.64 %) Cameco Corp (4.33 %) Linde PLC (4.11 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Materials (80.11 %) Utilities (11.16 %) Energy (10.93 %) | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) |
Top 3 countries | Canada (41.39 %) United States (27.57 %) Australia (7.16 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 0.85 % | 0.3 % |
Key Summary
JZRO | WVOL | |
|---|---|---|
Issuer | Janus Henderson | iShares |
Tracking index | S&P Global Natural Resources | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.3 % |
Price | $28.36 | $43.06 |
Size | N/A | $89.893 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.38 % | 2.71 % |
Market | ASX | ASX |
First listed date | 29/03/2022 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JZRO | WVOL | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 4 |
Median incremental investment | $0 | $2,005.19 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $3,681.63 |
Average age group | N/A | > 35 |
Pros and Cons
JZRO | WVOL | |
|---|---|---|
Pros |
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Cons |
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JZRO | WVOL |
|---|---|
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 |