Compare AU
Compare CLNE 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 VanEck Global Clean Energy ETF (CLNE) and the SPDR S&P/ASX 200 Financials Ex A-REIT ETF (OZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CLNE | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 474 | 10 |
Median incremental investment | $682.75 | $523.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $905.37 | $1,291.08 |
Average age group | 26 - 35 | > 35 |
Key Summary
CLNE | OZF | |
|---|---|---|
Strategy | CLNE.AX was created on 2021-03-08 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 36.18m in AUM and 32 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index. |
Top 3 holdings | Vestas Wind Systems AS (4.77 %) EDP Renovaveis SA (4.73 %) NEXTracker Inc Ordinary Shares - Class A (4.73 %) | Commonwealth Bank of Australia (32.92 %) National Australia Bank Ltd (13.18 %) Westpac Banking Corp (12.57 %) |
Top 3 industries | Utilities (79.30 %) Industrials (20.70 %) Other (10.25 %) | Financials (100.00 %) Other (4.41 %) |
Top 3 countries | United States (34.61 %) New Zealand (9.16 %) Denmark (8.55 %) | |
Management fee | 0.65 % | 0.4 % |
Key Summary
CLNE | OZF | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | S&P Global Clean Energy Transition | S&P/ASX 200 Financials Ex-A-REIT - AUD |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.4 % |
Price | $5.86 | $29.68 |
Size | $58.195 million | $36.174 million |
10Y return | N/A | 35.28 % |
Annual distribution yield (5Y) | 0.77 % | 5.11 % |
Market | ASX | ASX |
First listed date | 09/03/2021 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CLNE | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 474 | 10 |
Median incremental investment | $682.75 | $523.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $905.37 | $1,291.08 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
CLNE | OZF | |
|---|---|---|
Pros |
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Cons |
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CLNE | OZF |
|---|---|
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 |