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Compare OZF vs. T3MP
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 Jpmorgan Climate Change Solutions Active ETF (T3MP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZF | T3MP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 1 |
Median incremental investment | $527.00 | $567.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,349.48 | $617.58 |
Average age group | > 35 | < 26 |
Key Summary
OZF | T3MP | |
|---|---|---|
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 40.94m 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. | T3MP.AX was created on 2022-11-28 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 2.93m in AUM and 2 holdings. The investment objective of the Fund is to achieve a return through investing in equity securities of companies with exposure to the theme of climate change solutions. |
Top 3 holdings | Commonwealth Bank of Australia (31.27 %) National Australia Bank Ltd (15.67 %) Westpac Banking Corp (15.35 %) | JPM Climate Change Solu Act ETF USD Acc (99.71 %) |
Top 3 industries | Financials (100.00 %) Other (3.18 %) | Industrials (68.40 %) Utilities (31.60 %) Consumer Discretionary (9.68 %) |
Top 3 countries | Australia (99.24 %) United States (0.58 %) New Zealand (0.18 %) | United States (48.85 %) United Kingdom of Great Britain and Northern Ireland (9.46 %) Japan (6.64 %) |
Management fee | 0.4 % | 0.55 % |
Key Summary
OZF | T3MP | |
|---|---|---|
Issuer | State Street | JPMorgan |
Tracking index | S&P/ASX 200 Financials Ex-A-REIT - AUD | MSCI All Country World Index - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.55 % |
Price | $30.97 | $69.68 |
Size | $40.354 million | $2.846 million |
10Y return | 62.40 % | N/A |
Annual distribution yield (5Y) | 4.14 % | 1.18 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 08/12/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZF | T3MP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 1 |
Median incremental investment | $527.00 | $567.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,349.48 | $617.58 |
Average age group | > 35 | < 26 |
Pros and Cons
OZF | T3MP | |
|---|---|---|
Pros |
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Cons |
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OZF | T3MP |
|---|---|
Higher exposure to AU market | Lower 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 |
Higher distribution yield | Lower distribution yield |