Compare AU
Compare USTB 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 Global X Us Treasury Bond ETF (Currency Hedged). (USTB) 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
USTB | JZRO | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 3 | 0 |
Median incremental investment | $504.96 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $579.08 | $0 |
Average age group | > 35 | N/A |
Key Summary
USTB | JZRO | |
|---|---|---|
Strategy | USTB.AX was created on 2022-07-01 by Global X. The fund's investment portfolio concentrates primarily on investment grade fixed income. ETFS US Treasury Bond (Currency Hedged) ETF (ASX Code: USTB.AX) invests in US Treasuries across the yield curve while providing currency hedging. US Treasuries are some of the most liquid and closely followed investments in the world. | 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 | United States Treasury Notes 4.375% (0.87 %) United States Treasury Notes 3.875% (0.85 %) United States Treasury Notes (0.84 %) | Wheaton Precious Metals Corp (5.64 %) Cameco Corp (4.33 %) Linde PLC (4.11 %) |
Top 3 industries | Materials (80.11 %) Utilities (11.16 %) Energy (10.93 %) | |
Top 3 countries | Canada (41.39 %) United States (27.57 %) Australia (7.16 %) | |
Management fee | 0.19 % | 0.85 % |
Key Summary
USTB | JZRO | |
|---|---|---|
Issuer | Global X | Janus Henderson |
Tracking index | iBoxx $ Treasuries Index (AUD Hedged) - AUD - Benchmark TR Net Hedged | S&P Global Natural Resources |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.85 % |
Price | $9.33 | $28.36 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.01 % | 1.38 % |
Market | ASX | ASX |
First listed date | 04/07/2022 | 29/03/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
USTB | JZRO | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 3 | 0 |
Median incremental investment | $504.96 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $579.08 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
USTB | JZRO | |
|---|---|---|
Pros |
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Cons |
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USTB | 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 |
Lower distribution yield | Higher distribution yield |