Compare AU

Compare CFLO vs. OZR

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 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

CFLO

OZR

Popularity

Low

Low

Pearlers invested

10

38

Median incremental investment

$1,023.46

$764.16

Median investment frequency

Monthly

Monthly

Median total investment

$3,346.82

$905.02

Average age group

> 35

26 - 35


Key Summary

CFLO

OZR

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.

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 153.11m 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

ALPHABET INC (4.93 %)

BERKSHIRE HATHAWAY INC (3.96 %)

ACCENTURE PLC (3.79 %)

BHP Group Ltd (38.77 %)

Top 3 industries

Other (29.05 %)

Information Technology (28.17 %)

Financials (11.80 %)

Materials (81.03 %)

Other (13.41 %)

Energy (5.56 %)

Top 3 countries

United States (73.41 %)

Japan (8.36 %)

Switzerland (3.49 %)

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

Management fee

0.4 %

0.4 %


Key Summary

CFLO

OZR

Issuer

BetaShares

SPDR

Tracking index

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

S&P/ASX 200 Resources Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.4 %

Price

$19.30

$11.81

Size

$33.299 million

$154.200 million

10Y return

N/A

39.76 %

Annual distribution yield (5Y)

0.36 %

9.77 %

Market

ASX

ASX

First listed date

15/11/2023

13/04/2011

Purchase fee

$6.50

$6.50


Community Stats

CFLO

OZR

Popularity

Low

Low

Pearlers invested

10

38

Median incremental investment

$1,023.46

$764.16

Median investment frequency

Monthly

Monthly

Median total investment

$3,346.82

$905.02

Average age group

> 35

26 - 35


Pros and Cons

CFLO

OZR

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

CFLO

OZR

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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