Compare AU
Compare OZR vs. BNDS
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 Westn Asset Aus Bond Fund (Managed Fund) (BNDS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | BNDS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 13 |
Median incremental investment | $764.16 | $707.68 |
Median investment frequency | Monthly | Monthly |
Median total investment | $872.46 | $916.50 |
Average age group | 26 - 35 | > 35 |
Key Summary
OZR | BNDS | |
|---|---|---|
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 174.65m 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. | BNDS.AX was created on 2018-11-07 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to earn an after fee return in excess of the Bloomberg AusBond Composite 0+yr Index over rolling three year periods. |
Top 3 holdings | BHP Group Ltd (39.64 %) Woodside Energy Group Ltd (8.83 %) Rio Tinto Ltd (8.55 %) | AUSTRALIAN GOVERNMENT 2.75% MAY-41 (2.26 %) AUSTRALIAN GOVERNMENT 3.5% DEC-34 (1.63 %) AUSTRALIAN GOVERNMENT 3.75% MAY-34 (1.61 %) |
Top 3 industries | Materials (81.77 %) Energy (16.13 %) Other (2.10 %) | Other (99.56 %) Communication Services (0.44 %) |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | |
Management fee | 0.4 % | 0.42 % |
Key Summary
OZR | BNDS | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX 200 Resources Index - AUD | Bloomberg AusBond Composite Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.42 % |
Price | $11.79 | $23.50 |
Size | $170.343 million | $786.559 million |
10Y return | 41.88 % | N/A |
Annual distribution yield (5Y) | 10.05 % | 2.44 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 16/11/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | BNDS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 13 |
Median incremental investment | $764.16 | $707.68 |
Median investment frequency | Monthly | Monthly |
Median total investment | $872.46 | $916.50 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
OZR | BNDS | |
|---|---|---|
Pros |
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Cons |
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OZR | BNDS |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |