Compare AU

Compare GROW vs. OZXX

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

Schroder Real Return (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares are a popular choice. Two options in the ASX are GROW and OZXX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

GROW

OZXX

Popularity

N/A

Low

Pearlers invested

0

3

Median incremental investment

$0

$504.50

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,119.61

Average age group

N/A

> 35


Key Summary

GROW

OZXX

Strategy

GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim

N/A

Top 3 holdings

Schroder Real Return (Managed Fund) (100 %)

Global X Australia Ex Financials & Resources ETF (100 %)

Top 3 industries

Top 3 countries

United States (51.79 %)

Australia (19.91 %)

Japan (8.50 %)

Management fee

0.84 %

0 %


Key Summary

GROW

OZXX

Issuer

Schroder

Tracking index

Asset class

ETF

Stock

Management fee

0.84 %

0 %

Price

$3.85

$10.87

Size

$57.906 million

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

3.83 %

1.26 %

Market

ASX

ASX

First listed date

16/08/2016

12/04/2023

Purchase fee

$6.50

$6.50


Community Stats

GROW

OZXX

Popularity

N/A

Low

Pearlers invested

0

3

Median incremental investment

$0

$504.50

Median investment frequency

N/A

Monthly

Median total investment

$0

$1,119.61

Average age group

N/A

> 35


Pros and Cons

GROW

OZXX

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

GROW

OZXX

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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