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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 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
JNDQ | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 25 | 17 |
Median incremental investment | $574.29 | $528.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,077.64 | $1,415.48 |
Average age group | > 35 | 26 - 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 State Street . The fund's investment portfolio concentrates primarily on financials equity. 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 | SanDisk Corp Ordinary Shares (4.69 %) Teradyne Inc (2.56 %) Lumentum Holdings Inc (2.36 %) | Commonwealth Bank of Australia (31.73 %) Westpac Banking Corp (15.16 %) National Australia Bank Ltd (14.28 %) |
Top 3 industries | Information Technology (31.25 %) Health Care (18.55 %) Other (11.92 %) | Financials (100.00 %) Other (3.18 %) |
Top 3 countries | United States (86.38 %) China (2.75 %) Israel (2.37 %) | Australia (99.24 %) United States (0.58 %) New Zealand (0.18 %) |
Management fee | 0.48 % | 0.4 % |
Key Summary
JNDQ | OZF | |
|---|---|---|
Issuer | BetaShares | State Street |
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 | $19.31 | $32.15 |
Size | N/A | $43.690 million |
10Y return | N/A | 72.11 % |
Annual distribution yield (5Y) | 1.05 % | 4.14 % |
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 | 17 |
Median incremental investment | $574.29 | $528.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,077.64 | $1,415.48 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
JNDQ | OZF | |
|---|---|---|
Pros |
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Cons |
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JNDQ | 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 |