Compare AU
Compare MOAT vs. JZRO
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 VanEck Morningstar Wide Moat ETF (MOAT) and the Janus Henderson Net Zero Transition Active ETF (JZRO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | JZRO | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 529 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $4,461.60 | $0 |
Average age group | > 35 | N/A |
Key Summary
MOAT | JZRO | |
|---|---|---|
Strategy | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. | 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. |
Top 3 holdings | Bristol-Myers Squibb Co (2.90 %) Alphabet Inc Class A (2.86 %) The Walt Disney Co (2.85 %) | Smurfit WestRock PLC (4.58 %) Cameco Corp (4.34 %) Pan American Silver Corp (4.29 %) |
Top 3 industries | Health Care (49.83 %) Other (23.89 %) Communication Services (20.56 %) | Materials (79.50 %) Utilities (11.16 %) Energy (11.14 %) |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | Canada (41.39 %) United States (27.57 %) Australia (7.16 %) |
Management fee | 0.49 % | 0.85 % |
Key Summary
MOAT | JZRO | |
|---|---|---|
Issuer | VanEck | Janus Henderson |
Tracking index | Morningstar Wide Moat Focus Index - AUD | S&P Global Natural Resources |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.85 % |
Price | $132.03 | $27.60 |
Size | $1.067 billion | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.59 % | 1.99 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 29/03/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | JZRO | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 529 | 0 |
Median incremental investment | $1,000.00 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $4,461.60 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
MOAT | JZRO | |
|---|---|---|
Pros |
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Cons |
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MOAT | JZRO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |