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Compare OZF vs. GXAI
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 GXAI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
OZF | GXAI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 372 |
Median incremental investment | $528.50 | $820.54 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,394.80 | $1,715.92 |
Average age group | 26 - 35 | > 35 |
Key Summary
OZF | GXAI | |
|---|---|---|
Strategy | OZF.AX was created on 2011-04-13 by State Street . The fund's investment portfolio concentrates primarily on financials equity. 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. | N/A |
Top 3 holdings | Commonwealth Bank of Australia (31.74 %) Westpac Banking Corp (14.66 %) National Australia Bank Ltd (14.17 %) | Global X Artificial Intelligence ETF (100 %) |
Top 3 industries | Financials (100.00 %) Other (3.18 %) | |
Top 3 countries | Australia (99.24 %) United States (0.58 %) New Zealand (0.18 %) | |
Management fee | 0.4 % | 0 % |
Key Summary
OZF | GXAI | |
|---|---|---|
Issuer | State Street | |
Tracking index | S&P/ASX 200 Financials Ex-A-REIT - AUD | |
Asset class | ETF | Stock |
Management fee | 0.4 % | 0 % |
Price | $31.48 | $14.31 |
Size | $43.690 million | N/A |
10Y return | 69.16 % | N/A |
Annual distribution/ dividend yield (5Y) | 4.14 % | 1.65 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 09/04/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZF | GXAI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 372 |
Median incremental investment | $528.50 | $820.54 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,394.80 | $1,715.92 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
OZF | GXAI | |
|---|---|---|
Pros |
| |
Cons |
|
OZF | GXAI |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |