Compare AU

Compare DGGF vs. OZF

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

BetaShares Ethical Diversified Growth 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 Ethical Diversified Growth ETF (DGGF) 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

DGGF

OZF

Popularity

Low

Low

Pearlers invested

24

8

Median incremental investment

$990.50

$520.00

Median investment frequency

Quarterly

Monthly

Median total investment

$2,530.13

$1,176.00

Average age group

> 35

> 35


Key Summary

DGGF

OZF

Strategy

DGGF.AX was created on 2019-12-05 by BetaShares. The fund's investment portfolio concentrates primarily on target risk asset allocation. The Fund will aim to: provide investors with a broadly diversified portfolio consistent with a growth risk-return profile, comprising investments selected according to ethical investment considerations

OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 52.53m in AUM and 31 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

BETASHARES GLOBAL SUSTAINABILI (32.17 %)

BETASHARES SUSTAINABILITY LEAD (29.65 %)

BETASHARES AUSTRALIAN SUSTAINA (24.99 %)

Commonwealth Bank of Australia (30.89 %)

National Australia Bank Ltd (14.07 %)

Westpac Banking Corp (13.25 %)

Top 3 industries

Other (99.70 %)

Communication Services (0.30 %)

Financials (100.00 %)

Other (4.52 %)

Top 3 countries

United States (49.43 %)

Australia (33.86 %)

Japan (4.93 %)

Australia (99.41 %)

United States (0.59 %)

Management fee

0.26 %

0.4 %


Key Summary

DGGF

OZF

Issuer

BetaShares

SPDR

Tracking index

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

Asset class

ETF

ETF

Management fee

0.26 %

0.4 %

Price

$29.25

$29.40

Size

$50.366 million

$53.198 million

10Y return

N/A

28.33 %

Annual distribution yield (5Y)

4.20 %

5.11 %

Market

ASX

ASX

First listed date

09/12/2019

13/04/2011

Purchase fee

$6.50

$6.50


Community Stats

DGGF

OZF

Popularity

Low

Low

Pearlers invested

24

8

Median incremental investment

$990.50

$520.00

Median investment frequency

Quarterly

Monthly

Median total investment

$2,530.13

$1,176.00

Average age group

> 35

> 35


Pros and Cons

DGGF

OZF

Pros

  • Higher exposure to US market

  • Lower management fee

  • 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

  • Higher management fee

DGGF

OZF

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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