Compare AU

Compare FUTR vs. OZF

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

Janus Henderson Global Sustainable Eq Active 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 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

  • Higher exposure to US market

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

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

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