Compare AU
Compare OZF vs. ETPMPD
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 OZF and ETPMPD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
OZF | ETPMPD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 12 |
Median incremental investment | $521.75 | $700.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,138.79 | $1,807.91 |
Average age group | > 35 | 26 - 35 |
Key Summary
OZF | ETPMPD | |
|---|---|---|
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. | ETPMPD.AX was created on 2009-01-02 by MUFG. The fund's investment portfolio concentrates primarily on palladium commodities. ETFS Physical Palladium (ASX Code: ETPMPD.AX) is designed to offer investors a simple, cost efficient and secure way to access physical palladium by providing a return equivalent to the movements in the palladium spot price less the applicable management fee. |
Top 3 holdings | Commonwealth Bank of Australia (30.73 %) National Australia Bank Ltd (13.71 %) Westpac Banking Corp (13.39 %) | Global X Metal Securities Australia Limited (100 %) |
Top 3 industries | Financials (100.00 %) Other (4.52 %) | |
Top 3 countries | Australia (99.41 %) United States (0.59 %) | |
Management fee | 0.4 % | 0.49 % |
Key Summary
OZF | ETPMPD | |
|---|---|---|
Issuer | SPDR | MUFG |
Tracking index | S&P/ASX 200 Financials Ex-A-REIT - AUD | LBMA Palladium Spot Price AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.49 % |
Price | $28.83 | $139.07 |
Size | $58.749 million | $10.046 million |
10Y return | 33.04 % | 60.74 % |
Annual distribution/ dividend yield (5Y) | 5.17 % | - % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 30/01/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZF | ETPMPD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 12 |
Median incremental investment | $521.75 | $700.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,138.79 | $1,807.91 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
OZF | ETPMPD | |
|---|---|---|
Pros |
| |
Cons |
|
OZF | ETPMPD |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |