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Compare IFRA 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 VanEck FTSE Global Infrastructure (Aud Hedged) ETF (IFRA) 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
IFRA | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 168 | 16 |
Median incremental investment | $1,056.65 | $527.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,755.70 | $1,227.96 |
Average age group | > 35 | 26 - 35 |
Key Summary
IFRA | OZF | |
|---|---|---|
Strategy | IFRA.AX was created on 2016-04-29 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. A Fund does not aim to perfectly replicate its Reference Index on a one-to-one basis | 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 39.83m 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 | Aena SME SA (5.25 %) NextEra Energy Inc (5.20 %) Transurban Group (5.11 %) | Commonwealth Bank of Australia (31.73 %) Westpac Banking Corp (15.16 %) National Australia Bank Ltd (14.28 %) |
Top 3 industries | Utilities (44.46 %) Industrials (24.01 %) Other (15.57 %) | Financials (100.00 %) Other (3.18 %) |
Top 3 countries | United States (59.00 %) Canada (10.75 %) Spain (6.03 %) | Australia (99.24 %) United States (0.58 %) New Zealand (0.18 %) |
Management fee | 0.52 % | 0.4 % |
Key Summary
IFRA | OZF | |
|---|---|---|
Issuer | VanEck | State Street |
Tracking index | FTSE Developed Core Infrastructure 50/50 Index - CAD | S&P/ASX 200 Financials Ex-A-REIT - AUD |
Asset class | ETF | ETF |
Management fee | 0.52 % | 0.4 % |
Price | $25.03 | $30.32 |
Size | $1.856 billion | $41.429 million |
10Y return | N/A | 66.50 % |
Annual distribution yield (5Y) | 3.19 % | 4.14 % |
Market | ASX | ASX |
First listed date | 03/05/2016 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IFRA | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 168 | 16 |
Median incremental investment | $1,056.65 | $527.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,755.70 | $1,227.96 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IFRA | OZF | |
|---|---|---|
Pros |
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Cons |
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IFRA | 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 |