Compare AU
Compare CGUN 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, shares and ETFs are a popular choice. Two options in the ASX are CGUN and OZR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
CGUN | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 40 |
Median incremental investment | $1,896.50 | $764.16 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,933.08 | $908.16 |
Average age group | > 35 | 26 - 35 |
Key Summary
CGUN | OZR | |
|---|---|---|
Strategy | N/A | 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 158.4m 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 | Claremont Global Fund (Managed Fund) (100 %) | BHP Group Ltd (38.83 %) Woodside Energy Group Ltd (8.85 %) Rio Tinto Ltd (8.22 %) |
Top 3 industries | Materials (81.41 %) Energy (16.46 %) Other (2.13 %) | |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | |
Management fee | 0 % | 0.4 % |
Key Summary
CGUN | OZR | |
|---|---|---|
Issuer | SPDR | |
Tracking index | S&P/ASX 200 Resources Index - AUD | |
Asset class | Stock | ETF |
Management fee | 0 % | 0.4 % |
Price | $1.81 | $12.19 |
Size | N/A | $174.715 million |
10Y return | N/A | 52.18 % |
Annual dividend/ distribution yield (5Y) | 0.85 % | 9.65 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGUN | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 40 |
Median incremental investment | $1,896.50 | $764.16 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,933.08 | $908.16 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
CGUN | OZR | |
|---|---|---|
Pros |
| |
Cons |
|
CGUN | OZR |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |