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Compare AESG vs. OZR
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 iShares Global Aggregate Bond Esg (Aud Hedged) ETF (AESG) and the State Street SPDR S&P/ASX 200 Resources ETF (OZR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AESG | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 39 |
Median incremental investment | $9,994.00 | $764.16 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $10,073.52 | $1,281.28 |
Average age group | > 35 | 26 - 35 |
Key Summary
AESG | OZR | |
|---|---|---|
Strategy | AESG.AX was created on 2022-08-09 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging). | OZR.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 217.65m in AUM and 51 holdings. The State Street SPDR S&P/ASX 200 Resources ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Resources Index. |
Top 3 holdings | iShares Global Aggt Bd ESG SRIETFAUDHDis (99.96 %) | BHP Group Ltd (35.09 %) Rio Tinto Ltd (8.31 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) |
Top 3 countries | Australia (95.00 %) United States (3.33 %) United Kingdom of Great Britain and Northern Ireland (0.97 %) | |
Management fee | 0.19 % | 0.4 % |
Key Summary
AESG | OZR | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | Bloomberg MSCI Global Aggregate Sustainable and Green Bond SRI Index - Benchmark TR Net | S&P/ASX 200 Resources Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.4 % |
Price | $98.76 | $16.96 |
Size | $345.762 million | $233.778 million |
10Y return | N/A | 189.42 % |
Annual distribution yield (5Y) | 2.02 % | 7.07 % |
Market | ASX | ASX |
First listed date | 10/08/2022 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AESG | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 39 |
Median incremental investment | $9,994.00 | $764.16 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $10,073.52 | $1,281.28 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
AESG | OZR | |
|---|---|---|
Pros |
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Cons |
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AESG | OZR |
|---|---|
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 price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |