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Compare LNAS 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, shares and ETFs are a popular choice. Two options in the ASX are LNAS and OZF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
LNAS | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 69 | 19 |
Median incremental investment | $1,001.73 | $527.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,272.32 | $1,302.40 |
Average age group | > 35 | > 35 |
Key Summary
LNAS | OZF | |
|---|---|---|
Strategy | LNAS.AX was created on 2020-07-13 by ETFS. The fund's investment portfolio concentrates primarily on large cap equity. Global X Ultra Long Nasdaq 100 Complex ETF (ASX Code: LNAS.AX) is an exchange traded managed fund that aims to provide investors with geared returns that are positively related to the returns of the Nasdaq-100 Index. The fund provides exposure to the Nasdaq-100 Index of between 200% and 275% of its net asset value. | OZF.AX was created on 2011-04-13 by State Street . The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 45.2m in AUM and 32 holdings. 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 | Global X Ultra Long Nasdaq 100 Complex ETF (100 %) | Commonwealth Bank of Australia (28.84 %) Westpac Banking Corp (14.58 %) National Australia Bank Ltd (14.13 %) |
Top 3 industries | Financials (100.00 %) Other (3.18 %) | |
Top 3 countries | United States (97.15 %) Netherlands (0.92 %) Brazil (0.69 %) | Australia (99.41 %) United States (0.59 %) |
Management fee | 1 % | 0.4 % |
Key Summary
LNAS | OZF | |
|---|---|---|
Issuer | ETFS | State Street |
Tracking index | NASDAQ-100 Index | S&P/ASX 200 Financials Ex-A-REIT - AUD |
Asset class | ETF | ETF |
Management fee | 1 % | 0.4 % |
Price | $13.52 | $29.60 |
Size | $71.905 million | $45.683 million |
10Y return | N/A | 60.17 % |
Annual dividend/ distribution yield (5Y) | 19.63 % | 4.14 % |
Market | ASX | ASX |
First listed date | 12/07/2020 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LNAS | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 69 | 19 |
Median incremental investment | $1,001.73 | $527.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,272.32 | $1,302.40 |
Average age group | > 35 | > 35 |
Pros and Cons
LNAS | OZF | |
|---|---|---|
Pros |
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Cons |
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LNAS | 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 |