Compare AU
Compare CFLO 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 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 | $1,010.37 | $520.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,201.08 | $1,110.40 |
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 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 | ALPHABET INC (4.71 %) NVIDIA CORP (4.08 %) BERKSHIRE HATHAWAY INC (4.00 %) | Commonwealth Bank of Australia (30.85 %) National Australia Bank Ltd (13.67 %) Westpac Banking Corp (13.26 %) |
Top 3 industries | Other (28.97 %) Information Technology (28.37 %) Financials (11.52 %) | Financials (100.00 %) Other (4.52 %) |
Top 3 countries | United States (73.41 %) Japan (8.36 %) Switzerland (3.49 %) | Australia (99.41 %) United States (0.59 %) |
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 | $18.45 | $27.80 |
Size | $32.102 million | $59.081 million |
10Y return | N/A | 32.19 % |
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 | $1,010.37 | $520.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,201.08 | $1,110.40 |
Average age group | > 35 | > 35 |
Pros and Cons
CFLO | OZF | |
|---|---|---|
Pros |
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Cons |
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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 |