Compare AU

Compare AESG vs. OZR

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

iShares Global Aggregate Bond Esg (Aud Hedged) ETF

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 iShares Global Aggregate Bond Esg (Aud Hedged) ETF (AESG) and the SPDR S&P/ASX 200 Resources Fund (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

1

40

Median incremental investment

$1,993.50

$764.16

Median investment frequency

Monthly

Monthly

Median total investment

$4,089.12

$911.88

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 174.65m in AUM and 49 holdings. The SPDR S&P/ASX 200 Resources Fund 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 ETF AUD H Dis (99.94 %)

BHP Group Ltd (39.02 %)

Woodside Energy Group Ltd (8.64 %)

Rio Tinto Ltd (8.41 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.03 %)

Materials (81.79 %)

Other (13.06 %)

Energy (5.15 %)

Top 3 countries

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

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

$97.36

$12.24

Size

$79.642 million

$178.209 million

10Y return

N/A

57.12 %

Annual distribution yield (5Y)

0.84 %

9.65 %

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

1

40

Median incremental investment

$1,993.50

$764.16

Median investment frequency

Monthly

Monthly

Median total investment

$4,089.12

$911.88

Average age group

> 35

26 - 35


Pros and Cons

AESG

OZR

Pros

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

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

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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