Compare AU
Compare OZR vs. CETF
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 VanEck Ftse China A50 ETF (CETF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | CETF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 31 |
Median incremental investment | $789.16 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $840.28 | $1,616.44 |
Average age group | 26 - 35 | > 35 |
Key Summary
OZR | CETF | |
|---|---|---|
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. | CETF.AX was created on 2015-06-26 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund seeks to provide investors with access to a portfolio of the 50 largest companies in the mainland Chinese market. |
Top 3 holdings | BHP Group Ltd (39.24 %) | Kweichow Moutai Co Ltd Class A (11.72 %) Contemporary Amperex Technology Co Ltd Class A (7.02 %) China Merchants Bank Co Ltd Class A (5.50 %) |
Top 3 industries | Materials (81.28 %) Energy (16.64 %) Other (2.08 %) | Financials (36.59 %) Consumer Staples (30.69 %) Industrials (15.28 %) |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | China (100.00 %) |
Management fee | 0.4 % | 0.6 % |
Key Summary
OZR | CETF | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P/ASX 200 Resources Index - AUD | FTSE China A50 Index - CNY |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.6 % |
Price | $11.56 | $57.79 |
Size | $144.890 million | $35.472 million |
10Y return | 38.61 % | N/A |
Annual distribution yield (5Y) | 9.77 % | 1.76 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 26/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | CETF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 31 |
Median incremental investment | $789.16 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $840.28 | $1,616.44 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
OZR | CETF | |
|---|---|---|
Pros |
| |
Cons |
|
OZR | CETF |
|---|---|
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 |