Compare AU
Compare IJH 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 iShares S&P Mid-Cap ETF (IJH) 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
IJH | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 34 | 40 |
Median incremental investment | $1,026.46 | $764.16 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,813.52 | $904.43 |
Average age group | > 35 | 26 - 35 |
Key Summary
IJH | OZR | |
|---|---|---|
Strategy | IJH.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of midcapitalisation US equities. | 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 158.4m 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 | USD CASH (0.25 %) AUD CASH (0.03 %) USD/AUD (0.00 %) | BHP Group Ltd (38.83 %) Woodside Energy Group Ltd (8.85 %) Rio Tinto Ltd (8.22 %) |
Top 3 industries | Other (99.67 %) Communication Services (0.00 %) | Materials (81.41 %) Energy (16.46 %) Other (2.13 %) |
Top 3 countries | United States (98.41 %) United Kingdom of Great Britain and Northern Ireland (0.60 %) Canada (0.54 %) | Australia (96.95 %) United States (2.57 %) China (0.48 %) |
Management fee | 0.07 % | 0.4 % |
Key Summary
IJH | OZR | |
|---|---|---|
Issuer | iShares | SPDR |
Tracking index | S&P MidCap 400 Index - AUD | S&P/ASX 200 Resources Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.4 % |
Price | $52.24 | $12.14 |
Size | $438.097 million | $174.715 million |
10Y return | 201.10 % | 49.88 % |
Annual distribution yield (5Y) | 8.31 % | 9.65 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IJH | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 34 | 40 |
Median incremental investment | $1,026.46 | $764.16 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,813.52 | $904.43 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
IJH | OZR | |
|---|---|---|
Pros |
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Cons |
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IJH | OZR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |