Compare AU
Compare OZF vs. GEAR
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 BetaShares Geared Australian Equity Fund (Hedge Fund) (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZF | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 190 |
Median incremental investment | $523.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,040.55 | $2,340.76 |
Average age group | > 35 | 26 - 35 |
Key Summary
OZF | GEAR | |
|---|---|---|
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 35.89m 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. | GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 430.08m in AUM and 201 holdings. The Fund aims to provide investors with geared exposure to a diversified portfolio of Australian shares as simply as buying any share on the ASX. As the fund is internally geared, investors do not need to take out margin loans and do not have the possibility of margin calls in relation to their investment in the Fund. |
Top 3 holdings | Commonwealth Bank of Australia (30.37 %) National Australia Bank Ltd (14.08 %) Westpac Banking Corp (13.26 %) | COMMONWEALTH BANK OF AUSTRALIA (19.29 %) BHP GROUP LTD (19.01 %) CSL LTD (12.95 %) |
Top 3 industries | Financials (100.00 %) Other (4.52 %) | Other (35.58 %) Financials (20.56 %) Materials (12.96 %) |
Top 3 countries | Australia (94.91 %) United States (3.06 %) New Zealand (1.56 %) | |
Management fee | 0.4 % | 0.8 % |
Key Summary
OZF | GEAR | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX 200 Financials Ex-A-REIT - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.8 % |
Price | $29.75 | $33.79 |
Size | $44.595 million | $459.370 million |
10Y return | 41.20 % | 78.88 % |
Annual distribution yield (5Y) | 5.17 % | 9.20 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 02/05/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZF | GEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 190 |
Median incremental investment | $523.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,040.55 | $2,340.76 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
OZF | GEAR | |
|---|---|---|
Pros |
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Cons |
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OZF | GEAR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |