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Compare JGLO 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 Jpmorgan Global Select Equity Active ETF (JGLO) and the State Street 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
JGLO | OZR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 41 |
Median incremental investment | $0 | $853.31 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,317.47 |
Average age group | N/A | > 35 |
Key Summary
JGLO | OZR | |
|---|---|---|
Strategy | JGLO.AX was created on 2024-04-26 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to seek to provide long-term capital appreciation. | 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 273.16m in AUM and 51 holdings. The State Street 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 | JPMorgan Global Select Equity ETF (99.43 %) | BHP Group Ltd (36.67 %) Rio Tinto Ltd (7.66 %) |
Top 3 industries | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) | |
Top 3 countries | United States (75.27 %) Japan (5.24 %) France (4.71 %) | Australia (95.00 %) United States (3.33 %) United Kingdom of Great Britain and Northern Ireland (0.97 %) |
Management fee | 0.55 % | 0.4 % |
Key Summary
JGLO | OZR | |
|---|---|---|
Issuer | JPMorgan | SPDR |
Tracking index | S&P/ASX 200 Resources Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.4 % |
Price | $56.76 | $17.11 |
Size | $5.628 million | $264.416 million |
10Y return | N/A | 164.04 % |
Annual distribution yield (5Y) | 1.19 % | 7.07 % |
Market | ASX | ASX |
First listed date | 25/04/2024 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JGLO | OZR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 41 |
Median incremental investment | $0 | $853.31 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,317.47 |
Average age group | N/A | > 35 |
Pros and Cons
JGLO | OZR | |
|---|---|---|
Pros |
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Cons |
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JGLO | 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 |