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Compare GGUS 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 Betashares Geared Us Eqty Ccy Hedged Complex ETF (GGUS) and the State Street SPDR S&P/ASX 200 Financials Ex A-REIT ETF (OZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GGUS | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 300 | 17 |
Median incremental investment | $1,093.50 | $527.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,200.00 | $1,378.96 |
Average age group | > 35 | > 35 |
Key Summary
GGUS | OZF | |
|---|---|---|
Strategy | GGUS.AX was created on 2015-08-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund provides investors with a simple way to obtain a cost-effective geared exposure to the returns of the U.S. sharemarket, hedged to Australian Dollars. | 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 50.23m 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 | ISHARES CORE S&P 500 ETF (225.93 %) AUD - AUSTRALIA DOLLAR (101.51 %) USD - UNITED STATES DOLLAR (-227.44 %) | Commonwealth Bank of Australia (31.18 %) National Australia Bank Ltd (15.78 %) Westpac Banking Corp (15.35 %) |
Top 3 industries | Other (83.88 %) Communication Services (16.12 %) | Financials (100.00 %) Other (3.18 %) |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) | Australia (99.24 %) United States (0.58 %) New Zealand (0.18 %) |
Management fee | 0.8 % | 0.4 % |
Key Summary
GGUS | OZF | |
|---|---|---|
Issuer | BetaShares | State Street |
Tracking index | S&P/ASX 200 Financials Ex-A-REIT - AUD | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.4 % |
Price | $49.32 | $31.34 |
Size | $362.433 million | $49.654 million |
10Y return | 477.52 % | 65.82 % |
Annual distribution yield (5Y) | 2.26 % | 4.14 % |
Market | ASX | ASX |
First listed date | 18/08/2015 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GGUS | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 300 | 17 |
Median incremental investment | $1,093.50 | $527.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,200.00 | $1,378.96 |
Average age group | > 35 | > 35 |
Pros and Cons
GGUS | OZF | |
|---|---|---|
Pros |
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Cons |
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GGUS | 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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |