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Compare OZF vs. GHHF
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 State Street SPDR S&P/ASX 200 Financials Ex A-REIT ETF (OZF) and the Betashares Wealthbuilder All Gr Geared Complex ETF (GHHF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZF | GHHF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 700 |
Median incremental investment | $527.00 | $1,493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,036.16 | $5,228.70 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
OZF | GHHF | |
|---|---|---|
Strategy | OZF.AX was created on 2011-04-13 by State Street . The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 57.19m in AUM and 32 holdings. The State Street 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. | GHHF.AX was created on 2024-04-19 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. GHHF.AX seeks to help investors build long-term wealth by providing a cost-effective way to benefit from moderately geared exposure to the returns of a diversified portfolio of Australian and global equities. |
Top 3 holdings | Commonwealth Bank of Australia (30.67 %) Westpac Banking Corp (13.51 %) National Australia Bank Ltd (13.23 %) | BETASHARES AUSTRALIA 200 ETF (54.31 %) BETASHARES GLOBAL SHARES ETF (53.89 %) BETASHARES GLOBAL SHARES ETF C (27.70 %) |
Top 3 industries | Financials (100.00 %) Other (3.18 %) | |
Top 3 countries | Australia (99.24 %) United States (0.58 %) New Zealand (0.18 %) | United States (43.44 %) Australia (34.17 %) Japan (3.72 %) |
Management fee | 0.4 % | 0.35 % |
Key Summary
OZF | GHHF | |
|---|---|---|
Issuer | State Street | BetaShares |
Tracking index | S&P/ASX 200 Financials Ex-A-REIT - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.35 % |
Price | $30.93 | $35.96 |
Size | $50.621 million | N/A |
10Y return | 66.92 % | N/A |
Annual distribution yield (5Y) | 4.22 % | 1.81 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 22/04/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZF | GHHF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 700 |
Median incremental investment | $527.00 | $1,493.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,036.16 | $5,228.70 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
OZF | GHHF | |
|---|---|---|
Pros |
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Cons |
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OZF | GHHF |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |