Compare AU
Compare ASIA 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 BetaShares Asia Technology Tigers ETF (ASIA) 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
ASIA | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 936 | 39 |
Median incremental investment | $928.50 | $764.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,704.99 | $876.16 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
ASIA | OZR | |
|---|---|---|
Strategy | ASIA aims to track the performance of the Solactive Asia Ex-Japan Technology & Internet Tigers index. The index consists of the 50 largest technology and online retail stocks in Asia (exclusing Japan). | 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 154.88m 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 | TAIWAN SEMICONDUCTOR MANUFACTU (10.81 %) ALIBABA GROUP HOLDING LTD (9.26 %) TENCENT HOLDINGS LTD (8.97 %) | BHP Group Ltd (38.41 %) Woodside Energy Group Ltd (9.17 %) Rio Tinto Ltd (8.48 %) |
Top 3 industries | Other (77.76 %) Communication Services (12.21 %) Consumer Discretionary (9.30 %) | Materials (81.04 %) Energy (16.94 %) Other (2.02 %) |
Top 3 countries | China (43.17 %) Taiwan (31.14 %) Korea (13.68 %) | Australia (96.95 %) United States (2.57 %) China (0.48 %) |
Management fee | 0.67 % | 0.4 % |
Key Summary
ASIA | OZR | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Solactive Asia Ex-Japan Technology & Internet Tigers Index | S&P/ASX 200 Resources Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.67 % | 0.4 % |
Price | $10.77 | $12.09 |
Size | $560.703 million | $152.363 million |
10Y return | N/A | 41.07 % |
Annual distribution yield (5Y) | 1.57 % | 9.77 % |
Market | ASX | ASX |
First listed date | 21/09/2018 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ASIA | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 936 | 39 |
Median incremental investment | $928.50 | $764.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,704.99 | $876.16 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ASIA | OZR | |
|---|---|---|
Pros |
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Cons |
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ASIA | OZR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |