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Compare FUTR 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 Janus Henderson Global Sustainable Eq Active ETF (FUTR) 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
FUTR | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 43 |
Median incremental investment | $506.78 | $784.81 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $566.40 | $1,433.74 |
Average age group | > 35 | > 35 |
Key Summary
FUTR | OZR | |
|---|---|---|
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 | 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 265.01m 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 | NVIDIA Corp (6.31 %) Microsoft Corp (4.98 %) Taiwan Semiconductor Manufacturing Co Ltd (4.21 %) | BHP Group Ltd (36.63 %) Rio Tinto Ltd (8.34 %) |
Top 3 industries | Information Technology (27.82 %) Industrials (23.41 %) Financials (16.24 %) | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) |
Top 3 countries | United States (63.84 %) France (6.70 %) Canada (4.54 %) | Australia (95.00 %) United States (3.33 %) United Kingdom of Great Britain and Northern Ireland (0.97 %) |
Management fee | 0.8 % | 0.4 % |
Key Summary
FUTR | OZR | |
|---|---|---|
Issuer | Janus Henderson | SPDR |
Tracking index | S&P/ASX 200 Resources Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.4 % |
Price | $37.76 | $18.53 |
Size | N/A | $270.330 million |
10Y return | N/A | 178.65 % |
Annual distribution yield (5Y) | 1.51 % | 7.07 % |
Market | ASX | ASX |
First listed date | 21/09/2021 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FUTR | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 43 |
Median incremental investment | $506.78 | $784.81 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $566.40 | $1,433.74 |
Average age group | > 35 | > 35 |
Pros and Cons
FUTR | OZR | |
|---|---|---|
Pros |
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Cons |
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FUTR | OZR |
|---|---|
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 |