Compare AU
Compare JNDQ 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 BetaShares Nasdaq Next Gen 100 ETF (JNDQ) and the SPDR S&P/ASX 200 Financials Ex A-REIT Fund (OZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
JNDQ | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 25 | 8 |
Median incremental investment | $750.00 | $520.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,176.78 | $1,103.60 |
Average age group | > 35 | > 35 |
Key Summary
JNDQ | OZF | |
|---|---|---|
Strategy | JNDQ.AX was created on 2024-02-20 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. JNDQ.AX aims to track the performance of the Nasdaq Next Generation 100 Index (before fees and expenses). | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The SPDR S&P/ASX 200 Financials EX A-REIT Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index. |
Top 3 holdings | UNITED AIRLINES HOLDINGS INC (2.04 %) EBAY INC (1.99 %) ALNYLAM PHARMACEUTICALS INC (1.85 %) | Commonwealth Bank of Australia (31.06 %) National Australia Bank Ltd (13.76 %) Westpac Banking Corp (13.39 %) |
Top 3 industries | Information Technology (31.55 %) Health Care (19.90 %) Other (13.14 %) | Financials (100.00 %) Other (4.52 %) |
Top 3 countries | Australia (99.41 %) United States (0.59 %) | |
Management fee | 0.48 % | 0.4 % |
Key Summary
JNDQ | OZF | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Nasdaq Next Generation 100 Index | S&P/ASX 200 Financials Ex-A-REIT - AUD |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0.4 % |
Price | $17.83 | $27.59 |
Size | N/A | $53.318 million |
10Y return | N/A | 34.00 % |
Annual distribution yield (5Y) | 0.05 % | 5.11 % |
Market | ASX | ASX |
First listed date | 21/02/2024 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JNDQ | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 25 | 8 |
Median incremental investment | $750.00 | $520.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,176.78 | $1,103.60 |
Average age group | > 35 | > 35 |
Pros and Cons
JNDQ | OZF | |
|---|---|---|
Pros |
| |
Cons |
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JNDQ | OZF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |