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Compare GLOB 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 Barrow Hanley Global Share Active ETF (GLOB) and the 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
GLOB | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 36 |
Median incremental investment | $1,500.00 | $784.81 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,772.36 | $1,109.57 |
Average age group | > 35 | 26 - 35 |
Key Summary
GLOB | OZR | |
|---|---|---|
Strategy | GLOB.AX was created on 2022-06-06 by Barrow Hanley. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with long-term capital growth through investment in quality global shares and to outperform the MSCI World Net Total Return Index (AUD) (before fees and taxes) over rolling three-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 164.21m in AUM and 50 holdings. The 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 | Bank of Nova Scotia (3.33 %) Standard Chartered PLC (2.77 %) Sanofi SA (2.55 %) | BHP Group Ltd (33.46 %) |
Top 3 industries | Health Care (22.78 %) Financials (21.23 %) Industrials (19.81 %) | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) |
Top 3 countries | United States (51.22 %) France (7.50 %) Canada (7.35 %) | Australia (96.95 %) United States (2.57 %) China (0.48 %) |
Management fee | 0.99 % | 0.4 % |
Key Summary
GLOB | OZR | |
|---|---|---|
Issuer | Barrow Hanley | SPDR |
Tracking index | MSCI World Index | S&P/ASX 200 Resources Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.4 % |
Price | $4.85 | $14.05 |
Size | N/A | $197.738 million |
10Y return | N/A | 117.83 % |
Annual distribution yield (5Y) | 6.39 % | 7.11 % |
Market | ASX | ASX |
First listed date | 05/06/2022 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GLOB | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 36 |
Median incremental investment | $1,500.00 | $784.81 |
Median investment frequency | Monthly | Monthly |
Median total investment | $8,772.36 | $1,109.57 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
GLOB | OZR | |
|---|---|---|
Pros |
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Cons |
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GLOB | 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 |