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Compare JZRO vs. XALG
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 Alphinity Global Equity Fund - Active ETF (XALG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JZRO | XALG | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $751.00 |
Median investment frequency | N/A | Daily |
Median total investment | $0 | $506.00 |
Average age group | N/A | 26 - 35 |
Key Summary
JZRO | XALG | |
|---|---|---|
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. | XALG.AX was created on 2015-12-21 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform its benchmark after costs and over rolling three-year periods. |
Top 3 holdings | Pan American Silver Corp (5.40 %) Prysmian SpA (4.69 %) Wheaton Precious Metals Corp (3.91 %) | Microsoft Corp (5.91 %) NVIDIA Corp (5.03 %) Netflix Inc (4.10 %) |
Top 3 industries | Materials (71.32 %) Energy (11.48 %) Utilities (11.16 %) | Information Technology (40.61 %) Financials (25.24 %) Communication Services (16.73 %) |
Top 3 countries | Canada (41.39 %) United States (27.57 %) Australia (7.16 %) | |
Management fee | 0.85 % | 0.75 % |
Key Summary
JZRO | XALG | |
|---|---|---|
Issuer | Janus Henderson | Alphinity |
Tracking index | S&P Global Natural Resources | |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.75 % |
Price | $34.26 | $11.00 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.82 % | 6.26 % |
Market | ASX | ASX |
First listed date | 29/03/2022 | 16/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JZRO | XALG | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 1 |
Median incremental investment | $0 | $751.00 |
Median investment frequency | N/A | Daily |
Median total investment | $0 | $506.00 |
Average age group | N/A | 26 - 35 |
Pros and Cons
JZRO | XALG | |
|---|---|---|
Pros |
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Cons |
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JZRO | XALG |
|---|---|
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 |