Compare AU
Compare OZF vs. A200
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 SPDR S&P/ASX 200 Financials Ex A-REIT Fund (OZF) and the Aussie 200 Large-Caps (A200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZF | A200 | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 8 | 4,953 |
Median incremental investment | $523.50 | $1,078.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $981.75 | $3,652.29 |
Average age group | > 35 | 26 - 35 |
Key Summary
OZF | A200 | |
|---|---|---|
Strategy | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 46.33m in AUM and 32 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index. | BetaShares Australia 200 ETF (ASX: A200) seeks to track the performance of the Solactive Australia 200 index before account fees, expenses, and taxes. The index tracks the largest 200 companies on the Australian Securities Exchange (ASX). |
Top 3 holdings | Commonwealth Bank of Australia (31.54 %) National Australia Bank Ltd (13.78 %) Westpac Banking Corp (13.21 %) | COMMONWEALTH BANK OF AUSTRALIA (10.93 %) BHP GROUP LTD (8.29 %) CSL LTD (5.65 %) |
Top 3 industries | Financials (100.00 %) Other (4.52 %) | Financials (33.91 %) Materials (17.89 %) Health Care (8.74 %) |
Top 3 countries | Australia (99.41 %) United States (0.59 %) | Australia (95.07 %) United States (3.04 %) New Zealand (1.41 %) |
Management fee | 0.4 % | 0.04 % |
Key Summary
OZF | A200 | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX 200 Financials Ex-A-REIT - AUD | Solactive Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.04 % |
Price | $28.69 | $137.57 |
Size | $58.749 million | $6.279 billion |
10Y return | 32.21 % | N/A |
Annual distribution yield (5Y) | 5.17 % | 5.25 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 08/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZF | A200 | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 8 | 4,953 |
Median incremental investment | $523.50 | $1,078.59 |
Median investment frequency | Monthly | Monthly |
Median total investment | $981.75 | $3,652.29 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
OZF | A200 | |
|---|---|---|
Pros |
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Cons |
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OZF | A200 |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |