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Compare OZF vs. VEQ
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 Vanguard FTSE Europe Shares ETF (VEQ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZF | VEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 427 |
Median incremental investment | $525.50 | $1,015.74 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,301.08 | $3,274.50 |
Average age group | > 35 | 26 - 35 |
Key Summary
OZF | VEQ | |
|---|---|---|
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 45.38m 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. | VEQ.AX was created on 2015-12-09 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard FTSE Europe Shares ETF seeks to track the return of the FTSE Developed Europe All Cap Index (with net dividends reinvested) in Australian dollars, before taking into account fees, expenses and tax. |
Top 3 holdings | Commonwealth Bank of Australia (29.03 %) Westpac Banking Corp (15.23 %) National Australia Bank Ltd (14.93 %) | Nestle SA (2.78 %) ASML Holding NV (2.40 %) Novo Nordisk A/S Class B (2.14 %) |
Top 3 industries | Financials (100.00 %) Other (3.18 %) | Financials (17.53 %) Industrials (15.69 %) Health Care (14.17 %) |
Top 3 countries | Australia (99.24 %) United States (0.58 %) New Zealand (0.18 %) | United Kingdom of Great Britain and Northern Ireland (22.29 %) Switzerland (14.37 %) Germany (13.95 %) |
Management fee | 0.4 % | 0.35 % |
Key Summary
OZF | VEQ | |
|---|---|---|
Issuer | State Street | Vanguard |
Tracking index | S&P/ASX 200 Financials Ex-A-REIT - AUD | FTSE Developed Europe All Cap Index - AUD - AU Dollar |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.35 % |
Price | $29.57 | $88.50 |
Size | $44.361 million | N/A |
10Y return | 62.47 % | 89.51 % |
Annual distribution yield (5Y) | 4.14 % | 2.53 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 11/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZF | VEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 427 |
Median incremental investment | $525.50 | $1,015.74 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,301.08 | $3,274.50 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
OZF | VEQ | |
|---|---|---|
Pros |
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Cons |
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OZF | VEQ |
|---|---|
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 |