Compare AU

Compare SPY vs. JZRO

Compare shares and ETFs on the ASX that you can trade on Pearler.

SPDR S&P 500 ETF Trust

ASX

Buy

Buy

Overview
Performance

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 SPDR S&P 500 ETF Trust (SPY) 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

SPY

JZRO

Popularity

Low

N/A

Pearlers invested

209

0

Median incremental investment

$1,188.75

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,829.72

$0

Average age group

26 - 35

N/A


Key Summary

SPY

JZRO

Strategy

SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index (the Index).

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

Apple Inc (7.14 %)

Microsoft Corp (6.56 %)

NVIDIA Corp (6.16 %)

Wheaton Precious Metals Corp (5.64 %)

Cameco Corp (4.33 %)

Linde PLC (4.11 %)

Top 3 industries

Information Technology (61.49 %)

Consumer Discretionary (16.26 %)

Communication Services (12.67 %)

Materials (80.11 %)

Utilities (11.16 %)

Energy (10.93 %)

Top 3 countries

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.12 %)

Canada (41.39 %)

United States (27.57 %)

Australia (7.16 %)

Management fee

0.0945 %

0.85 %


Key Summary

SPY

JZRO

Issuer

SPDR

Janus Henderson

Tracking index

S&P 500

S&P Global Natural Resources

Asset class

ETF

ETF

Management fee

0.0945 %

0.85 %

Price

$943.24

$28.36

Size

$958.570 billion

N/A

10Y return

275.70 %

N/A

Annual distribution yield (5Y)

1.31 %

1.38 %

Market

ASX

ASX

First listed date

13/10/2014

29/03/2022

Purchase fee

$6.50

$6.50


Community Stats

SPY

JZRO

Popularity

Low

N/A

Pearlers invested

209

0

Median incremental investment

$1,188.75

$0

Median investment frequency

Monthly

N/A

Median total investment

$2,829.72

$0

Average age group

26 - 35

N/A


Pros and Cons

SPY

JZRO

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

SPY

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

Lower distribution yield

Higher distribution yield

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