Compare AU
Compare GGUS 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 S&P US 500 (geared) (GGUS) and the SPDR S&P/ASX 200 Resources Fund (OZR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GGUS | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 241 | 39 |
Median incremental investment | $1,036.43 | $764.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,743.80 | $894.66 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
GGUS | OZR | |
|---|---|---|
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. | 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 154.88m in AUM and 49 holdings. The SPDR S&P/ASX 200 Resources Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Resources Index. |
Top 3 holdings | ISHARES CORE S&P 500 ETF (220.53 %) AUD - AUSTRALIA DOLLAR (90.29 %) USD - UNITED STATES DOLLAR (-210.83 %) | BHP Group Ltd (38.41 %) Woodside Energy Group Ltd (9.17 %) Rio Tinto Ltd (8.48 %) |
Top 3 industries | Other (83.88 %) Communication Services (16.12 %) | Materials (81.04 %) Energy (16.94 %) Other (2.02 %) |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | Australia (96.95 %) United States (2.57 %) China (0.48 %) |
Management fee | 0.8 % | 0.4 % |
Key Summary
GGUS | OZR | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | S&P/ASX 200 Resources Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 0.4 % |
Price | $45.73 | $12.09 |
Size | $288.705 million | $152.363 million |
10Y return | N/A | 38.97 % |
Annual distribution yield (5Y) | 1.85 % | 9.77 % |
Market | ASX | ASX |
First listed date | 18/08/2015 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GGUS | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 241 | 39 |
Median incremental investment | $1,036.43 | $764.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,743.80 | $894.66 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
GGUS | OZR | |
|---|---|---|
Pros |
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Cons |
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GGUS | 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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |