Compare AU
Compare FUTR 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 Janus Henderson Global Sustainable Eq Active ETF (FUTR) 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
FUTR | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 8 |
Median incremental investment | $503.39 | $523.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,556.42 | $1,034.60 |
Average age group | > 35 | > 35 |
Key Summary
FUTR | OZF | |
|---|---|---|
Strategy | FUTR.AX was created on 2021-09-01 by Janus Henderson. The fund's investment portfolio concentrates primarily on total market equity. The Fund seeks to provide capital growth over the long term and to achieve a total return after fees that exceeds the total return of the Benchmark (MSCI World Index (net dividends reinvested) in AUD), over rolling five year periods | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 35.89m in AUM and 32 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 | Microsoft Corp (5.66 %) NVIDIA Corp (4.22 %) Schneider Electric SE (3.33 %) | Commonwealth Bank of Australia (30.37 %) National Australia Bank Ltd (14.08 %) Westpac Banking Corp (13.26 %) |
Top 3 industries | Industrials (35.37 %) Information Technology (30.29 %) Financials (17.04 %) | Financials (100.00 %) Other (4.52 %) |
Top 3 countries | United States (63.63 %) France (7.69 %) Canada (6.06 %) | Australia (99.41 %) United States (0.59 %) |
Management fee | 0.8 % | 0.4 % |
Key Summary
FUTR | OZF | |
|---|---|---|
Issuer | Janus Henderson | SPDR |
Tracking index | S&P/ASX 200 Financials Ex-A-REIT - AUD | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.4 % |
Price | $37.32 | $29.15 |
Size | N/A | $44.595 million |
10Y return | N/A | 38.02 % |
Annual distribution yield (5Y) | 0.42 % | 5.17 % |
Market | ASX | ASX |
First listed date | 21/09/2021 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FUTR | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 8 |
Median incremental investment | $503.39 | $523.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $2,556.42 | $1,034.60 |
Average age group | > 35 | > 35 |
Pros and Cons
FUTR | OZF | |
|---|---|---|
Pros |
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Cons |
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FUTR | OZF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
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 |