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Compare LEVR 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 First Sentier Geared Australian Share Complex ETF (LEVR) and the 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
LEVR | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 19 |
Median incremental investment | $3,056.34 | $528.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,645.19 | $1,019.66 |
Average age group | 26 - 35 | > 35 |
Key Summary
LEVR | OZF | |
|---|---|---|
Strategy | LEVR.AX was created on 2023-09-25 by First Sentier. The fund's investment portfolio concentrates primarily on large cap equity. To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The Fund aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes. | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 42.25m in AUM and 34 holdings. The 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 | Commonwealth Bank of Australia (12.80 %) BHP Group Ltd (8.87 %) National Australia Bank Ltd (6.76 %) | Commonwealth Bank of Australia (29.62 %) Westpac Banking Corp (14.91 %) National Australia Bank Ltd (14.28 %) |
Top 3 industries | Financials (44.89 %) Materials (16.30 %) Health Care (11.85 %) | Financials (100.00 %) Other (3.18 %) |
Top 3 countries | Australia (99.41 %) United States (0.59 %) | |
Management fee | 0 % | 0.4 % |
Key Summary
LEVR | OZF | |
|---|---|---|
Issuer | First Sentier | SPDR |
Tracking index | S&P/ASX 200 Financials Ex-A-REIT - AUD | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.4 % |
Price | $1.39 | $29.36 |
Size | N/A | $47.521 million |
10Y return | N/A | 46.43 % |
Annual distribution yield (5Y) | 2.50 % | 3.86 % |
Market | ASX | ASX |
First listed date | 14/05/2025 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LEVR | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 19 |
Median incremental investment | $3,056.34 | $528.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,645.19 | $1,019.66 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
LEVR | OZF | |
|---|---|---|
Pros |
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Cons |
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LEVR | OZF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |