Compare AU
Compare SUBD 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, shares and ETFs are a popular choice. Two options in the ASX are SUBD and JZRO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SUBD | JZRO | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 19 | 0 |
Median incremental investment | $6,993.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $16,195.95 | $0 |
Average age group | > 35 | N/A |
Key Summary
SUBD | JZRO | |
|---|---|---|
Strategy | SUBD.AX was created on 2019-10-28 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. SUBD.AX invests in a portfolio of subordinated bonds with the aim of providing investment returns before fees and other costs that track the performance of 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 | VanEck Australian Subordinated Debt ETF (100 %) | Nutrien Ltd (6.30 %) Pan American Silver Corp (5.61 %) UPM-Kymmene Oyj (4.26 %) |
Top 3 industries | Materials (72.06 %) Utilities (11.16 %) Other (10.47 %) | |
Top 3 countries | Canada (41.39 %) United States (27.57 %) Australia (7.16 %) | |
Management fee | 0.29 % | 0.85 % |
Key Summary
SUBD | JZRO | |
|---|---|---|
Issuer | VanEck | Janus Henderson |
Tracking index | iBoxx AUD Investment Grade Subordinated Debt Mid Price Index - AUD | S&P Global Natural Resources |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.85 % |
Price | $25.11 | $26.96 |
Size | $2.431 billion | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 3.85 % | 1.99 % |
Market | ASX | ASX |
First listed date | 30/10/2019 | 29/03/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SUBD | JZRO | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 19 | 0 |
Median incremental investment | $6,993.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $16,195.95 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
SUBD | JZRO | |
|---|---|---|
Pros |
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Cons |
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SUBD | JZRO |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |