Compare AU

Compare CFLO vs. OZF

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

BetaShares Global Cash Flow Kings 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 BetaShares Global Cash Flow Kings ETF (CFLO) 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

CFLO

OZF

Popularity

Low

Low

Pearlers invested

10

8

Median incremental investment

$1,514.54

$533.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,502.63

$889.39

Average age group

> 35

> 35


Key Summary

CFLO

OZF

Strategy

CFLO.AX was created on 2023-11-14 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global exAustralia Cash Flow Kings 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 34.45m in AUM and 33 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

Costco Wholesale Corp (4.30 %)

Berkshire Hathaway Inc Class B (4.20 %)

Adobe Inc (4.19 %)

Commonwealth Bank of Australia (28.74 %)

National Australia Bank Ltd (14.34 %)

Westpac Banking Corp (13.37 %)

Top 3 industries

Information Technology (30.64 %)

Consumer Staples (21.08 %)

Health Care (17.42 %)

Financials (100.00 %)

Other (4.52 %)

Top 3 countries

United States (82.65 %)

Ireland (9.66 %)

Denmark (7.69 %)

Australia (100.00 %)

Management fee

0.4 %

0.4 %


Key Summary

CFLO

OZF

Issuer

BetaShares

SPDR

Tracking index

Solactive Global ex-Australia Cash Flow Kings Index - AUD - Benchmark TR Net

S&P/ASX 200 Financials Ex-A-REIT - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.4 %

Price

$17.94

$28.69

Size

$25.056 million

$35.168 million

10Y return

N/A

31.61 %

Annual distribution yield (5Y)

0.31 %

5.17 %

Market

ASX

ASX

First listed date

15/11/2023

13/04/2011

Purchase fee

$6.50

$6.50


Community Stats

CFLO

OZF

Popularity

Low

Low

Pearlers invested

10

8

Median incremental investment

$1,514.54

$533.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,502.63

$889.39

Average age group

> 35

> 35


Pros and Cons

CFLO

OZF

Pros

  • Higher exposure to US market

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

CFLO

OZF

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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