Compare AU

Compare OZF vs. WXHG

Compare shares and ETFs on the ASX that you can trade on Pearler.

SPDR S&P/ASX 200 Financials Ex A-REIT Fund

ASX

Buy

Buy

Overview
Performance

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 WXHG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

OZF

WXHG

Popularity

Low

Low

Pearlers invested

8

9

Median incremental investment

$533.50

$668.05

Median investment frequency

Monthly

Fortnightly

Median total investment

$890.94

$3,231.44

Average age group

> 35

26 - 35


Key Summary

OZF

WXHG

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 34.45m in AUM and 33 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.

WXHG.AX was created on 2013-07-08 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The SPDR S&P World ex Australia (Hedged) Fund seeks to closely track, before fees and expenses, the returns of the S&P Developed ex Australia LargeMidCap AUD Hedged Index.

Top 3 holdings

Commonwealth Bank of Australia (29.61 %)

National Australia Bank Ltd (14.58 %)

Westpac Banking Corp (13.10 %)

SPDR S&P World Ex Aus Carbon Control (Hedged) Fund (100 %)

Top 3 industries

Financials (100.00 %)

Other (4.52 %)

Top 3 countries

Australia (99.41 %)

United States (0.59 %)

United States (68.24 %)

Japan (8.19 %)

United Kingdom of Great Britain and Northern Ireland (3.95 %)

Management fee

0.4 %

0.1 %


Key Summary

OZF

WXHG

Issuer

SPDR

SPDR

Tracking index

S&P/ASX 200 Financials Ex-A-REIT - AUD

S&P Developed ex Australia LargeMidCap AUD Hedged Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.1 %

Price

$28.74

$26.06

Size

$35.168 million

$270.263 million

10Y return

32.81 %

41.78 %

Annual distribution/ dividend yield (5Y)

5.17 %

9.09 %

Market

ASX

ASX

First listed date

13/04/2011

09/07/2013

Purchase fee

$6.50

$6.50


Community Stats

OZF

WXHG

Popularity

Low

Low

Pearlers invested

8

9

Median incremental investment

$533.50

$668.05

Median investment frequency

Monthly

Fortnightly

Median total investment

$890.94

$3,231.44

Average age group

> 35

26 - 35


Pros and Cons

OZF

WXHG

Pros

  • Higher exposure to AU market

  • Higher price growth

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower price growth

OZF

WXHG

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

Lower distribution yield

Higher distribution yield

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