Compare AU
Compare OZR vs. CGHE
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 CGHE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
OZR | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 1 |
Median incremental investment | $789.16 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $848.98 | $2,562.62 |
Average age group | 26 - 35 | > 35 |
Key Summary
OZR | CGHE | |
|---|---|---|
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 141.74m in AUM and 49 holdings. The 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. | N/A |
Top 3 holdings | BHP Group Ltd (37.73 %) Rio Tinto Ltd (8.33 %) Woodside Energy Group Ltd (7.64 %) | Claremont Global Fund (Hedged) Active ETF (100 %) |
Top 3 industries | Materials (82.59 %) Energy (14.75 %) Other (2.66 %) | |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | |
Management fee | 0.4 % | 0 % |
Key Summary
OZR | CGHE | |
|---|---|---|
Issuer | SPDR | |
Tracking index | S&P/ASX 200 Resources Index - AUD | |
Asset class | ETF | Stock |
Management fee | 0.4 % | 0 % |
Price | $11.65 | $1.725 |
Size | $138.368 million | N/A |
10Y return | 31.19 % | N/A |
Annual distribution/ dividend yield (5Y) | 9.77 % | - % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 11/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | CGHE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 1 |
Median incremental investment | $789.16 | $2,594.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $848.98 | $2,562.62 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
OZR | CGHE | |
|---|---|---|
Pros |
| |
Cons |
|
OZR | CGHE |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |