Compare AU
Compare ZYUS vs. DJRE
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 S&P 500 High Yield Low Volatility ETF (ZYUS) and the SPDR Dow Jones Global Real Estate Esg Fund (DJRE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ZYUS | DJRE | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 85 | 118 |
Median incremental investment | $650.00 | $1,043.11 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,823.90 | $3,996.63 |
Average age group | > 35 | > 35 |
Key Summary
ZYUS | DJRE | |
---|---|---|
Strategy | ZYUS.AX was created on 2015-06-09 by ETFS. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P 500 Low Volatility High Dividend Index | DJRE.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 441.37m in AUM and 228 holdings. The SPDR Dow Jones Global Real Estate Fund seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select Real Estate Securities Index. |
Top 3 holdings | Altria Group Inc (3.05 %) Crown Castle Inc (3.00 %) LyondellBasell Industries NV Class A (2.97 %) | Prologis Inc (8.16 %) Equinix Inc (5.98 %) Welltower Inc (5.50 %) |
Top 3 industries | Real Estate (38.79 %) Materials (29.19 %) Energy (20.31 %) | Real Estate (100.00 %) Other (5.20 %) |
Top 3 countries | United States (97.74 %) United Kingdom of Great Britain and Northern Ireland (2.26 %) | United States (73.60 %) Japan (8.31 %) United Kingdom of Great Britain and Northern Ireland (3.22 %) |
Management fee | 0.35 % | 0.2 % |
Key Summary
ZYUS | DJRE | |
---|---|---|
Issuer | ETFS | SPDR |
Tracking index | S&P 500 Low Volatility High Dividend Index | DJ Global Select Real Estate Securities Index (RESI) |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.2 % |
Price | $15.87 | $22.03 |
Size | $76.217 million | $454.616 million |
10Y return | N/A | 2.47 % |
Annual distribution yield (5Y) | 4.79 % | 3.58 % |
Market | ASX | ASX |
First listed date | 12/06/2015 | 04/11/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ZYUS | DJRE | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 85 | 118 |
Median incremental investment | $650.00 | $1,043.11 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,823.90 | $3,996.63 |
Average age group | > 35 | > 35 |
Pros and Cons
ZYUS | DJRE | |
---|---|---|
Pros |
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Cons |
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ZYUS | DJRE |
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Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |