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Compare AU
Compare EMXC 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the iShares MSCI Emerging Markets Ex China ETF (EMXC) and the State Street SPDR S&P/ASX 200 Resources ETF (OZR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
EMXC | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 32 | 43 |
Median incremental investment | $2,000.50 | $789.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,335.72 | $1,364.44 |
Average age group | > 35 | > 35 |
Key Summary
EMXC | OZR | |
|---|---|---|
Strategy | EMXC.AX was created on 2024-06-07 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. | 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 263.81m in AUM and 55 holdings. The State Street SPDR S&P/ASX 200 Resources ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Resources Index. |
Top 3 holdings | iShares MSCI EM ex-China ETF USD Dis (99.96 %) | BHP Group Ltd (36.01 %) Rio Tinto Ltd (8.17 %) Woodside Energy Group Ltd (7.69 %) |
Top 3 industries | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) | |
Top 3 countries | Taiwan (28.99 %) Korea (20.03 %) India (19.27 %) | Australia (95.00 %) United States (3.33 %) United Kingdom of Great Britain and Northern Ireland (0.97 %) |
Management fee | 0.25 % | 0.4 % |
Key Summary
EMXC | OZR | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | MSCI EM (Emerging Markets) ex China | S&P/ASX 200 Resources Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.4 % |
Price | $37.48 | $17.72 |
Size | $413.035 million | $269.345 million |
10Y return | N/A | 153.14 % |
Annual distribution yield (5Y) | 0.95 % | 7.07 % |
Market | ASX | ASX |
First listed date | 12/06/2024 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EMXC | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 32 | 43 |
Median incremental investment | $2,000.50 | $789.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,335.72 | $1,364.44 |
Average age group | > 35 | > 35 |
Pros and Cons
EMXC | OZR | |
|---|---|---|
Pros |
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Cons |
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EMXC | OZR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |