Compare AU

Compare OZR vs. 5GOV

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

SPDR S&P/ASX 200 Resources Fund

ASX

Buy

Buy

Overview
Performance

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

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

OZR

5GOV

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

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