Compare AU

Compare MVW vs. OZR

Compare shares and ETFs on the ASX that you can trade on Pearler.

VanEck Australian Equal Weight ETF

ASX

Buy

Buy

Overview
Performance

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 VanEck Australian Equal Weight ETF (MVW) and the SPDR S&P/ASX 200 Resources Fund (OZR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MVW

OZR

Popularity

Low

Low

Pearlers invested

252

39

Median incremental investment

$833.00

$764.16

Median investment frequency

Monthly

Monthly

Median total investment

$3,780.88

$874.68

Average age group

> 35

26 - 35


Key Summary

MVW

OZR

Strategy

The fund seeks to track the performance of the MVIS Australia Equal Weight Index before additional fees.

OZR.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The SPDR S&P/ASX 200 Resources Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Resources Index.

Top 3 holdings

Qantas Airways Ltd (2.43 %)

Arcadium Lithium PLC CDI (1.55 %)

Pro Medicus Ltd (1.48 %)

BHP Group Ltd (38.60 %)

Top 3 industries

Industrials (53.31 %)

Real Estate (18.73 %)

Utilities (18.65 %)

Materials (81.28 %)

Energy (16.85 %)

Other (1.87 %)

Top 3 countries

Australia (97.03 %)

United States (2.97 %)

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

Management fee

0.35 %

0.4 %


Key Summary

MVW

OZR

Issuer

VanEck

SPDR

Tracking index

MVIS Australia Equal Weight Index - AUD

S&P/ASX 200 Resources Index - AUD

Asset class

ETF

ETF

Management fee

0.35 %

0.4 %

Price

$37.46

$11.82

Size

$2.614 billion

$152.344 million

10Y return

79.49 %

50.96 %

Annual distribution yield (5Y)

4.98 %

9.77 %

Market

ASX

ASX

First listed date

06/03/2014

13/04/2011

Purchase fee

$6.50

$6.50


Community Stats

MVW

OZR

Popularity

Low

Low

Pearlers invested

252

39

Median incremental investment

$833.00

$764.16

Median investment frequency

Monthly

Monthly

Median total investment

$3,780.88

$874.68

Average age group

> 35

26 - 35


Pros and Cons

MVW

OZR

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

MVW

OZR

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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