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Compare EAFZ 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, shares and ETFs are a popular choice. Two options in the ASX are EAFZ and OZF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
EAFZ | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 17 |
Median incremental investment | $788.50 | $527.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,693.44 | $1,362.68 |
Average age group | > 35 | > 35 |
Key Summary
EAFZ | OZF | |
|---|---|---|
Strategy | N/A | 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 40.94m in AUM and 32 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 | Ellerston Asia Growth Fund Complex ETF (100 %) | Commonwealth Bank of Australia (31.27 %) National Australia Bank Ltd (15.67 %) Westpac Banking Corp (15.35 %) |
Top 3 industries | Financials (100.00 %) Other (3.18 %) | |
Top 3 countries | Australia (99.24 %) United States (0.58 %) New Zealand (0.18 %) | |
Management fee | 0 % | 0.4 % |
Key Summary
EAFZ | OZF | |
|---|---|---|
Issuer | State Street | |
Tracking index | S&P/ASX 200 Financials Ex-A-REIT - AUD | |
Asset class | Stock | ETF |
Management fee | 0 % | 0.4 % |
Price | $7.68 | $30.39 |
Size | N/A | $40.354 million |
10Y return | N/A | 56.01 % |
Annual dividend/ distribution yield (5Y) | 7.94 % | 4.14 % |
Market | ASX | ASX |
First listed date | 07/06/2023 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EAFZ | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 17 |
Median incremental investment | $788.50 | $527.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,693.44 | $1,362.68 |
Average age group | > 35 | > 35 |
Pros and Cons
EAFZ | OZF | |
|---|---|---|
Pros |
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Cons |
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EAFZ | OZF |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |