Compare AU

Compare OZR vs. AUDS

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

SPDR S&P/ASX 200 Resources Fund

ASX

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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 BetaShares Strong Australian Dollar Fund (Hedge Fund) (AUDS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZR

AUDS

Popularity

Low

Low

Pearlers invested

38

6

Median incremental investment

$764.16

$1,631.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$905.02

$22,717.80

Average age group

26 - 35

> 35


Key Summary

OZR

AUDS

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 153.11m 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.

AUDS.AX was created on 2016-11-28 by BetaShares. The fund's investment portfolio concentrates primarily on long aud, short usd currency. AUDS.AX aims to provide geared exposure to changes in the value of the Australian dollar against the U.S. dollar.

Top 3 holdings

BHP Group Ltd (38.77 %)

AUDUSD CRNCY FUT MAR25 (0 %)

AUD - AUSTRALIA DOLLAR (92.83 %)

USD - UNITED STATES DOLLAR (7.17 %)

Top 3 industries

Materials (81.03 %)

Other (13.41 %)

Energy (5.56 %)

Other (70.09 %)

Communication Services (29.91 %)

Top 3 countries

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

Management fee

0.4 %

1.38 %


Key Summary

OZR

AUDS

Issuer

SPDR

BetaShares

Tracking index

S&P/ASX 200 Resources Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

1.38 %

Price

$11.81

$5.44

Size

$154.200 million

$42.348 million

10Y return

39.76 %

N/A

Annual distribution yield (5Y)

9.77 %

4.09 %

Market

ASX

ASX

First listed date

13/04/2011

24/01/2017

Purchase fee

$6.50

$6.50


Community Stats

OZR

AUDS

Popularity

Low

Low

Pearlers invested

38

6

Median incremental investment

$764.16

$1,631.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$905.02

$22,717.80

Average age group

26 - 35

> 35


Pros and Cons

OZR

AUDS

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

OZR

AUDS

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

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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