Compare AU
Compare OZR vs. ASIA
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 BetaShares Asia Technology Tigers ETF (ASIA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | ASIA | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 947 |
Median incremental investment | $764.16 | $935.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $873.94 | $1,812.56 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
OZR | ASIA | |
---|---|---|
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. | ASIA aims to track the performance of the Solactive Asia Ex-Japan Technology & Internet Tigers index. The index consists of the 50 largest technology and online retail stocks in Asia (exclusing Japan). |
Top 3 holdings | BHP Group Ltd (38.77 %) | TAIWAN SEMICONDUCTOR MANUFACTU (10.93 %) TENCENT HOLDINGS LTD (9.39 %) ALIBABA GROUP HOLDING LTD (9.02 %) |
Top 3 industries | Materials (81.23 %) Other (13.35 %) Energy (5.42 %) | Other (75.91 %) Communication Services (12.46 %) Consumer Discretionary (10.86 %) |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | China (43.17 %) Taiwan (31.14 %) Korea (13.68 %) |
Management fee | 0.4 % | 0.67 % |
Key Summary
OZR | ASIA | |
---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX 200 Resources Index - AUD | Solactive Asia Ex-Japan Technology & Internet Tigers Index |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.67 % |
Price | $11.81 | $11.29 |
Size | $153.457 million | $609.550 million |
10Y return | 32.70 % | N/A |
Annual distribution yield (5Y) | 9.77 % | 1.57 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 21/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | ASIA | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 947 |
Median incremental investment | $764.16 | $935.39 |
Median investment frequency | Monthly | Monthly |
Median total investment | $873.94 | $1,812.56 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
OZR | ASIA | |
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Pros |
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Cons |
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OZR | ASIA |
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Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |