Compare AU

Compare OZR vs. BHYB

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

SPDR S&P/ASX 200 Resources Fund

ASX

Buy

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 Australian Major Bank Hybrids Index ETF (BHYB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZR

BHYB

Popularity

Low

Low

Pearlers invested

38

12

Median incremental investment

$764.16

$1,044.18

Median investment frequency

Monthly

Monthly

Median total investment

$873.94

$3,778.37

Average age group

26 - 35

> 35


Key Summary

OZR

BHYB

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.

BHYB.AX was created on 2021-04-21 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Banking Preferred Shares Index (the Index), before taking into account fees and expenses.

Top 3 holdings

BHP Group Ltd (38.77 %)

NABPH (8.20 %)

NABPI (6.89 %)

NABPF (6.39 %)

Top 3 industries

Materials (81.23 %)

Other (13.35 %)

Energy (5.42 %)

Other (99.51 %)

Communication Services (0.49 %)

Top 3 countries

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

Management fee

0.4 %

0.35 %


Key Summary

OZR

BHYB

Issuer

SPDR

BetaShares

Tracking index

S&P/ASX 200 Resources Index - AUD

Solactive Australian Banking Preferred Shares Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.4 %

0.35 %

Price

$11.81

$9.93

Size

$153.457 million

$541.467 million

10Y return

32.70 %

N/A

Annual distribution yield (5Y)

9.77 %

3.94 %

Market

ASX

ASX

First listed date

13/04/2011

22/04/2021

Purchase fee

$6.50

$6.50


Community Stats

OZR

BHYB

Popularity

Low

Low

Pearlers invested

38

12

Median incremental investment

$764.16

$1,044.18

Median investment frequency

Monthly

Monthly

Median total investment

$873.94

$3,778.37

Average age group

26 - 35

> 35


Pros and Cons

OZR

BHYB

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

OZR

BHYB

Higher exposure to AU market

Lower 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

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