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Compare OZR vs. BCOM
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 Global X Bloomberg Commodity Complex ETF (BCOM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | BCOM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 30 |
Median incremental investment | $793.50 | $847.34 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,673.60 | $1,721.34 |
Average age group | > 35 | > 35 |
Key Summary
OZR | BCOM | |
|---|---|---|
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 300.67m 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. | BCOM.AX was created on 2023-07-05 by Global X. The fund's investment portfolio concentrates primarily on broad market commodities. The investment objective of the Fund is to provide investors with a return, that tracks the performance of the Bloomberg Commodity Index Excess Return 3 Month Forward, plus earn interest returns through exposure to cash and/or money market instruments (before fees and expenses). |
Top 3 holdings | BHP Group Ltd (39.18 %) Rio Tinto Ltd (8.59 %) | GLOBAL X 1-3 Month T-Bill ETF USD Acc (84.07 %) |
Top 3 industries | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) | |
Top 3 countries | Australia (95.00 %) United States (3.33 %) United Kingdom of Great Britain and Northern Ireland (0.97 %) | |
Management fee | 0.4 % | 0.6 % |
Key Summary
OZR | BCOM | |
|---|---|---|
Issuer | SPDR | Global X |
Tracking index | S&P/ASX 200 Resources Index - AUD | Bloomberg Commodity Index Excess Return 3 Month Forward - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.6 % |
Price | $17.50 | $12.96 |
Size | $325.317 million | $80.032 million |
10Y return | 154.73 % | N/A |
Annual distribution yield (5Y) | 7.07 % | 1.40 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 04/07/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | BCOM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 30 |
Median incremental investment | $793.50 | $847.34 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,673.60 | $1,721.34 |
Average age group | > 35 | > 35 |
Pros and Cons
OZR | BCOM | |
|---|---|---|
Pros |
| |
Cons |
|
OZR | BCOM |
|---|---|
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 |