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Compare HGEN 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 Global X Hydrogen ETF (HGEN) 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
HGEN | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 286 | 17 |
Median incremental investment | $639.25 | $527.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,423.17 | $1,090.76 |
Average age group | > 35 | 26 - 35 |
Key Summary
HGEN | OZF | |
|---|---|---|
Strategy | HGEN.AX was created on 2021-10-06 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Solactive Global Hydrogen ESG Index. | 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 40.66m 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 | Plug Power Inc (9.55 %) Doosan Fuel Cell Ordinary Shares (8.52 %) Kaori Heat Treatment Co Ltd (7.21 %) | Commonwealth Bank of Australia (30.70 %) Westpac Banking Corp (13.94 %) National Australia Bank Ltd (12.70 %) |
Top 3 industries | Industrials (68.86 %) Materials (18.25 %) Consumer Staples (7.54 %) | Financials (100.00 %) Other (3.18 %) |
Top 3 countries | United States (55.24 %) Korea (12.77 %) Taiwan (8.11 %) | Australia (99.24 %) United States (0.58 %) New Zealand (0.18 %) |
Management fee | 0.69 % | 0.4 % |
Key Summary
HGEN | OZF | |
|---|---|---|
Issuer | Global X | State Street |
Tracking index | Solactive Global Hydrogen Index - Benchmark TR Net | S&P/ASX 200 Financials Ex-A-REIT - AUD |
Asset class | ETF | ETF |
Management fee | 0.69 % | 0.4 % |
Price | $11.85 | $30.02 |
Size | $59.085 million | $45.829 million |
10Y return | N/A | 53.63 % |
Annual distribution yield (5Y) | 0.32 % | 4.14 % |
Market | ASX | ASX |
First listed date | 06/10/2021 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HGEN | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 286 | 17 |
Median incremental investment | $639.25 | $527.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,423.17 | $1,090.76 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
HGEN | OZF | |
|---|---|---|
Pros |
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Cons |
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HGEN | 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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |