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Compare MTUM 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 Australian Momentum ETF (MTUM) 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
MTUM | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 12 |
Median incremental investment | $400.00 | $519.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,306.31 | $1,368.64 |
Average age group | > 35 | > 35 |
Key Summary
MTUM | OZF | |
|---|---|---|
Strategy | N/A | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 51.7m in AUM and 32 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 | SPI 200 FUTURES MAR25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (9.96 %) WESTPAC BANKING CORP (9.95 %) | Commonwealth Bank of Australia (34.20 %) National Australia Bank Ltd (13.26 %) Westpac Banking Corp (12.79 %) |
Top 3 industries | Financials (42.68 %) Consumer Discretionary (14.34 %) Industrials (11.79 %) | Financials (97.18 %) Other (2.82 %) |
Top 3 countries | ||
Management fee | 0 % | 0.4 % |
Key Summary
MTUM | OZF | |
|---|---|---|
Issuer | SPDR | |
Tracking index | S&P/ASX 200 Financials Ex-A-REIT - AUD | |
Asset class | Stock | ETF |
Management fee | 0 % | 0.4 % |
Price | $28.71 | $30.08 |
Size | N/A | $51.370 million |
10Y return | N/A | 42.36 % |
Annual distribution yield (5Y) | 0.91 % | 3.92 % |
Market | ASX | ASX |
First listed date | 23/07/2024 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MTUM | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 12 |
Median incremental investment | $400.00 | $519.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,306.31 | $1,368.64 |
Average age group | > 35 | > 35 |
Pros and Cons
MTUM | OZF | |
|---|---|---|
Pros |
| |
Cons |
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MTUM | OZF |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |