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Compare AU
Compare DGGF 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 Ethical Diversified Growth ETF (DGGF) and the State Street 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
DGGF | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 29 | 17 |
Median incremental investment | $996.75 | $528.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $3,395.00 | $1,385.12 |
Average age group | 26 - 35 | 26 - 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 State Street . The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 43.66m in AUM and 34 holdings. The State Street 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 | BETASHARES GLOBAL SUSTAINABILI (29.33 %) BETASHARES AUSTRALIAN SUSTAINA (28.12 %) BETASHARES ETHICAL AUSTRALIAN (17.58 %) | Commonwealth Bank of Australia (31.27 %) Westpac Banking Corp (14.36 %) National Australia Bank Ltd (13.97 %) |
Top 3 industries | Other (99.70 %) Communication Services (0.30 %) | Financials (100.00 %) Other (3.18 %) |
Top 3 countries | United States (53.34 %) Australia (31.30 %) Japan (4.75 %) | Australia (99.24 %) United States (0.58 %) New Zealand (0.18 %) |
Management fee | 0.26 % | 0.4 % |
Key Summary
DGGF | OZF | |
|---|---|---|
Issuer | BetaShares | State Street |
Tracking index | S&P/ASX 200 Financials Ex-A-REIT - AUD | |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.4 % |
Price | $27.34 | $31.52 |
Size | $47.586 million | $42.891 million |
10Y return | N/A | 67.75 % |
Annual distribution yield (5Y) | 3.92 % | 4.14 % |
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 | 29 | 17 |
Median incremental investment | $996.75 | $528.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $3,395.00 | $1,385.12 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
DGGF | OZF | |
|---|---|---|
Pros |
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Cons |
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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 |