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Compare OZR vs. AQLT
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 Betashares Australian Quality ETF (AQLT). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | AQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 122 |
Median incremental investment | $789.16 | $1,844.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,364.44 | $5,212.45 |
Average age group | > 35 | > 35 |
Key Summary
OZR | AQLT | |
|---|---|---|
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 263.81m in AUM and 55 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. | AQLT.AX was created on 2022-04-04 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. AQLT.AX aims to track an index (before fees and expenses) that comprises 40 high quality companies, selected based on three quality metrics high return on equity, low leverage and relative earnings stability. |
Top 3 holdings | BHP Group Ltd (36.01 %) Rio Tinto Ltd (8.17 %) Woodside Energy Group Ltd (7.69 %) | SPI 200 FUTURES JUN26 (0 %) BHP GROUP LTD (7.84 %) TELSTRA GROUP LTD (6.40 %) |
Top 3 industries | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) | Financials (36.51 %) Consumer Discretionary (13.82 %) Materials (13.48 %) |
Top 3 countries | Australia (95.00 %) United States (3.33 %) United Kingdom of Great Britain and Northern Ireland (0.97 %) | Australia (93.77 %) United States (5.06 %) New Zealand (1.17 %) |
Management fee | 0.4 % | 0.35 % |
Key Summary
OZR | AQLT | |
|---|---|---|
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 % | 0.35 % |
Price | $17.69 | $33.93 |
Size | $269.345 million | $1.122 billion |
10Y return | 152.71 % | N/A |
Annual distribution yield (5Y) | 7.07 % | 3.07 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 05/04/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | AQLT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 122 |
Median incremental investment | $789.16 | $1,844.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,364.44 | $5,212.45 |
Average age group | > 35 | > 35 |
Pros and Cons
OZR | AQLT | |
|---|---|---|
Pros |
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Cons |
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OZR | AQLT |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |