Compare AU

Compare OZR vs. A200

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 Aussie 200 Large-Caps (A200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZR

A200

Popularity

Low

Medium

Pearlers invested

39

4,953

Median incremental investment

$764.16

$1,078.59

Median investment frequency

Monthly

Monthly

Median total investment

$862.84

$3,652.29

Average age group

26 - 35

26 - 35


Key Summary

OZR

A200

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 174.65m 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.

BetaShares Australia 200 ETF (ASX: A200) seeks to track the performance of the Solactive Australia 200 index before account fees, expenses, and taxes. The index tracks the largest 200 companies on the Australian Securities Exchange (ASX).

Top 3 holdings

BHP Group Ltd (39.37 %)

Woodside Energy Group Ltd (8.68 %)

Rio Tinto Ltd (8.47 %)

COMMONWEALTH BANK OF AUSTRALIA (10.93 %)

BHP GROUP LTD (8.29 %)

CSL LTD (5.65 %)

Top 3 industries

Materials (81.77 %)

Energy (16.13 %)

Other (2.10 %)

Financials (33.91 %)

Materials (17.89 %)

Health Care (8.74 %)

Top 3 countries

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

Australia (95.07 %)

United States (3.04 %)

New Zealand (1.41 %)

Management fee

0.4 %

0.04 %


Key Summary

OZR

A200

Issuer

SPDR

BetaShares

Tracking index

S&P/ASX 200 Resources Index - AUD

Solactive Australia 200 Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.04 %

Price

$11.66

$137.24

Size

$170.343 million

$6.279 billion

10Y return

40.65 %

N/A

Annual distribution yield (5Y)

10.06 %

5.25 %

Market

ASX

ASX

First listed date

13/04/2011

08/05/2018

Purchase fee

$6.50

$6.50


Community Stats

OZR

A200

Popularity

Low

Medium

Pearlers invested

39

4,953

Median incremental investment

$764.16

$1,078.59

Median investment frequency

Monthly

Monthly

Median total investment

$862.84

$3,652.29

Average age group

26 - 35

26 - 35


Pros and Cons

OZR

A200

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

OZR

A200

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

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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