Compare AU
Compare OZR vs. 5GOV
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 Resources Fund (OZR) and the VanEck 5-10 Year Australian Government Bond ETF (5GOV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | 5GOV | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 2 |
Median incremental investment | $764.16 | $220.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $873.94 | $1,628.24 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
OZR | 5GOV | |
---|---|---|
Strategy | OZR.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 153.44m in AUM and 49 holdings. The SPDR S&P/ASX 200 Resources Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Resources Index. | 5GOV.AX was created on 2023-09-26 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. Fund aims to provide an investment return before fees and other costs which tracks the performance of S&P/ASX Government Bond 5-10 Year Index in Australian dollars. |
Top 3 holdings | BHP Group Ltd (38.77 %) | Australia (Commonwealth of) (5.96 %) Australia (Commonwealth of) (5.62 %) Australia (Commonwealth of) (5.41 %) |
Top 3 industries | Materials (81.03 %) Other (13.41 %) Energy (5.56 %) | |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | |
Management fee | 0.4 % | 0.22 % |
Key Summary
OZR | 5GOV | |
---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P/ASX 200 Resources Index - AUD | S&P/ASX Government Bond 5-10 Year Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.22 % |
Price | $11.81 | $51.69 |
Size | $153.457 million | $61.416 million |
10Y return | 32.85 % | N/A |
Annual distribution yield (5Y) | 9.77 % | 0.70 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 27/09/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | 5GOV | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 2 |
Median incremental investment | $764.16 | $220.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $873.94 | $1,628.24 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
OZR | 5GOV | |
---|---|---|
Pros |
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Cons |
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OZR | 5GOV |
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Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |