Compare AU
Compare OZR vs. AUMF
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 iShares Edge MSCI Australia Multifactor ETF (AUMF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 4 |
Median incremental investment | $789.16 | $137.92 |
Median investment frequency | Monthly | Monthly |
Median total investment | $838.10 | $2,628.60 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
OZR | AUMF | |
|---|---|---|
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 144.05m 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. | AUMF.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 86.13m in AUM and 129 holdings. The fund aims to provide investors with the performance of the MSCI Australia IMI Diversified Multiple Factor (AUD) Index, before fees and expenses. The index is designed to measure the performance of Australian equities that have favorable exposure to four target style factors subject to constraints. |
Top 3 holdings | BHP Group Ltd (39.24 %) | COMMONWEALTH BANK OF AUSTRALIA (8.65 %) BHP GROUP LTD (6.51 %) RIO TINTO LTD (3.83 %) |
Top 3 industries | Materials (81.28 %) Energy (16.64 %) Other (2.08 %) | Financials (27.16 %) Materials (20.85 %) Industrials (11.08 %) |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | Australia (99.45 %) China (0.55 %) |
Management fee | 0.4 % | 0.3 % |
Key Summary
OZR | AUMF | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P/ASX 200 Resources Index - AUD | MSCI Australia IMI Diversified Multiple-Factor Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.3 % |
Price | $11.56 | $33.70 |
Size | $144.890 million | $86.317 million |
10Y return | 38.61 % | N/A |
Annual distribution yield (5Y) | 9.77 % | 5.35 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | AUMF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 4 |
Median incremental investment | $789.16 | $137.92 |
Median investment frequency | Monthly | Monthly |
Median total investment | $838.10 | $2,628.60 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
OZR | AUMF | |
|---|---|---|
Pros |
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Cons |
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OZR | AUMF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |