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Compare OZF vs. WXOZ
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 SPDR S&P/ASX 200 Financials Ex A-REIT ETF (OZF) and the SPDR S&P World Ex Australia Carbon Aware ETF (WXOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZF | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 19 |
Median incremental investment | $527.00 | $1,219.35 |
Median investment frequency | Monthly | Monthly |
Median total investment | $994.84 | $4,970.88 |
Average age group | > 35 | > 35 |
Key Summary
OZF | WXOZ | |
|---|---|---|
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 46.67m in AUM and 34 holdings. The 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. | WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 562.16m in AUM and 687 holdings. The SPDR S&P World ex Australia Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware Index. |
Top 3 holdings | Commonwealth Bank of Australia (29.73 %) Westpac Banking Corp (14.94 %) National Australia Bank Ltd (14.39 %) | NVIDIA Corp (6.60 %) Apple Inc (5.87 %) Microsoft Corp (4.40 %) |
Top 3 industries | Financials (100.00 %) Other (3.18 %) | Information Technology (64.85 %) Communication Services (18.83 %) Financials (7.62 %) |
Top 3 countries | Australia (99.41 %) United States (0.59 %) | United States (66.13 %) Japan (8.26 %) United Kingdom of Great Britain and Northern Ireland (4.57 %) |
Management fee | 0.4 % | 0.04 % |
Key Summary
OZF | WXOZ | |
|---|---|---|
Issuer | SPDR | SPDR |
Tracking index | S&P/ASX 200 Financials Ex-A-REIT - AUD | S&P Developed Ex-Australia LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.04 % |
Price | $29.26 | $51.78 |
Size | $52.545 million | $641.500 million |
10Y return | 42.73 % | 109.04 % |
Annual distribution yield (5Y) | 3.86 % | 6.71 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 19/03/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZF | WXOZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 19 | 19 |
Median incremental investment | $527.00 | $1,219.35 |
Median investment frequency | Monthly | Monthly |
Median total investment | $994.84 | $4,970.88 |
Average age group | > 35 | > 35 |
Pros and Cons
OZF | WXOZ | |
|---|---|---|
Pros |
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Cons |
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OZF | WXOZ |
|---|---|
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 |