Back
Compare AU
Compare OZR vs. CRED
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 State Street SPDR S&P/ASX 200 Resources ETF (OZR) and the Betashares Australian Investment Grade Corporate Bond ETF (CRED). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | CRED | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 42 |
Median incremental investment | $789.16 | $2,504.90 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,038.30 | $2,761.35 |
Average age group | > 35 | > 35 |
Key Summary
OZR | CRED | |
|---|---|---|
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 289.62m in AUM and 60 holdings. The State Street 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. | CRED.AX was created on 2018-05-31 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 1878.65m in AUM and 63 holdings. CRED.AX aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of senior, fixed-rate, investment grade Australian corporate bonds. |
Top 3 holdings | BHP Group Ltd (39.73 %) Rio Tinto Ltd (7.67 %) Woodside Energy Group Ltd (7.28 %) | AUSTRALIAN RAIL TRACK CORP LTD 6.406% SEP-36 (0 %) EMIRATES NBD BANK PJSC 5.913% JUN-35 (2.65 %) STOCKLAND TRUST 5.346% OCT-35 (2.15 %) |
Top 3 industries | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) | Other (99.06 %) Communication Services (0.94 %) |
Top 3 countries | Australia (95.00 %) United States (3.33 %) United Kingdom of Great Britain and Northern Ireland (0.97 %) | |
Management fee | 0.4 % | 0.25 % |
Key Summary
OZR | CRED | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX 200 Resources Index - AUD | Solactive Australian Investment Grade Corporate Bond Select Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.25 % |
Price | $18.58 | $22.43 |
Size | $288.177 million | $1.912 billion |
10Y return | 160.22 % | N/A |
Annual distribution yield (5Y) | 6.99 % | 3.89 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 04/06/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | CRED | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 42 |
Median incremental investment | $789.16 | $2,504.90 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,038.30 | $2,761.35 |
Average age group | > 35 | > 35 |
Pros and Cons
OZR | CRED | |
|---|---|---|
Pros |
|
|
Cons |
|
|
OZR | CRED |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |