Compare AU
Compare ATOM vs. OZF
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 Uranium ETF (ATOM) and the SPDR S&P/ASX 200 Financials Ex A-REIT Fund (OZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
ATOM | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 30 | 8 |
Median incremental investment | $997.50 | $523.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,325.60 | $1,013.95 |
Average age group | > 35 | > 35 |
Key Summary
ATOM | OZF | |
|---|---|---|
Strategy | ATOM.AX was created on 2022-12-07 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Solactive Global Uranium & Nuclear Components Total Return Index | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 46.33m in AUM and 32 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index. |
Top 3 holdings | Cameco Corp (26.59 %) Sprott Physical Uranium Trust Units (8.22 %) NexGen Energy Ltd (7.43 %) | Commonwealth Bank of Australia (31.02 %) National Australia Bank Ltd (13.89 %) Westpac Banking Corp (13.22 %) |
Top 3 industries | Energy (72.09 %) Financials (12.54 %) Other (6.93 %) | Financials (100.00 %) Other (4.52 %) |
Top 3 countries | Canada (47.95 %) United States (17.46 %) Australia (11.43 %) | Australia (99.41 %) United States (0.59 %) |
Management fee | 0.69 % | 0.4 % |
Key Summary
ATOM | OZF | |
|---|---|---|
Issuer | Global X | SPDR |
Tracking index | Solactive Global Uranium & Nuclear Components Index | S&P/ASX 200 Financials Ex-A-REIT - AUD |
Asset class | ETF | ETF |
Management fee | 0.69 % | 0.4 % |
Price | $16.16 | $28.97 |
Size | $45.107 million | $59.452 million |
10Y return | N/A | 39.08 % |
Annual distribution yield (5Y) | 0.46 % | 5.17 % |
Market | ASX | ASX |
First listed date | 06/12/2022 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ATOM | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 30 | 8 |
Median incremental investment | $997.50 | $523.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,325.60 | $1,013.95 |
Average age group | > 35 | > 35 |
Pros and Cons
ATOM | OZF | |
|---|---|---|
Pros |
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Cons |
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ATOM | OZF |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |