Compare AU

Compare OZR vs. BTXX

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, shares and ETFs are a popular choice. Two options in the ASX are OZR and BTXX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

OZR

BTXX

Popularity

Low

Low

Pearlers invested

40

24

Median incremental investment

$764.16

$763.00

Median investment frequency

Monthly

Monthly

Median total investment

$908.16

$873.38

Average age group

26 - 35

26 - 35


Key Summary

OZR

BTXX

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 158.4m 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.

The fund's investment portfolio concentrates primarily on long btc, short usd currency. The Fund aims to deliver a return that tracks the performance of the price of Bitcoin (before fees and expenses).

Top 3 holdings

BHP Group Ltd (38.83 %)

Woodside Energy Group Ltd (8.85 %)

Rio Tinto Ltd (8.22 %)

DigitalX Bitcoin ETF (100 %)

Top 3 industries

Materials (81.41 %)

Energy (16.46 %)

Other (2.13 %)

Top 3 countries

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

Management fee

0.4 %

0.49 %


Key Summary

OZR

BTXX

Issuer

SPDR

DigitalX

Tracking index

S&P/ASX 200 Resources Index - AUD

CME CF BITCOIN REFERENCE RATE (BRR

Asset class

ETF

ETF

Management fee

0.4 %

0.49 %

Price

$12.19

$34.25

Size

$174.715 million

N/A

10Y return

52.18 %

N/A

Annual distribution/ dividend yield (5Y)

9.65 %

- %

Market

ASX

ASX

First listed date

13/04/2011

11/07/2024

Purchase fee

$6.50

$6.50


Community Stats

OZR

BTXX

Popularity

Low

Low

Pearlers invested

40

24

Median incremental investment

$764.16

$763.00

Median investment frequency

Monthly

Monthly

Median total investment

$908.16

$873.38

Average age group

26 - 35

26 - 35


Pros and Cons

OZR

BTXX

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

BTXX

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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