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Compare OZR vs. AGX1
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 State Street SPDR S&P/ASX 200 Resources ETF (OZR) and the Antipodes Global Value Active ETF (AGX1). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | AGX1 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 12 |
Median incremental investment | $784.81 | $507.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,820.70 | $1,010.88 |
Average age group | > 35 | 26 - 35 |
Key Summary
OZR | AGX1 | |
|---|---|---|
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 279.86m in AUM and 60 holdings. The State Street SPDR S&P/ASX 200 Resources ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Resources Index. | AGX1.AX was created on 2018-11-05 by Antipodes. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over the investment cycle (typically 3-5 years). |
Top 3 holdings | BHP Group Ltd (38.16 %) Rio Tinto Ltd (7.68 %) | Microsoft Corp (4.28 %) Amazon.com Inc (4.19 %) Capital One Financial Corp (3.19 %) |
Top 3 industries | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) | Communication Services (21.68 %) Health Care (19.87 %) Information Technology (18.90 %) |
Top 3 countries | Australia (95.00 %) United States (3.33 %) United Kingdom of Great Britain and Northern Ireland (0.97 %) | United States (43.98 %) France (9.03 %) China (8.78 %) |
Management fee | 0.4 % | 1.1 % |
Key Summary
OZR | AGX1 | |
|---|---|---|
Issuer | SPDR | Antipodes |
Tracking index | S&P/ASX 200 Resources Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 1.1 % |
Price | $17.92 | $6.32 |
Size | $285.385 million | N/A |
10Y return | 142.16 % | N/A |
Annual distribution yield (5Y) | 6.99 % | 10.41 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 07/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | AGX1 | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 12 |
Median incremental investment | $784.81 | $507.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,820.70 | $1,010.88 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
OZR | AGX1 | |
|---|---|---|
Pros |
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Cons |
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OZR | AGX1 |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |