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Compare OZR vs. DRUG
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 Global Healthcare Currency Hedged ETF (DRUG). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | DRUG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 74 |
Median incremental investment | $793.50 | $742.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,037.21 | $2,020.48 |
Average age group | > 35 | > 35 |
Key Summary
OZR | DRUG | |
|---|---|---|
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 286.9m in AUM and 59 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. | DRUG.AX was created on 2016-08-04 by BetaShares. The fund's investment portfolio concentrates primarily on health care equity. DRUG.AX aims to track the performance of an index (before fees and expenses) that comprises the largest global healthcare companies (ex-Australia), hedged into Australian dollars. |
Top 3 holdings | BHP Group Ltd (38.76 %) Rio Tinto Ltd (7.88 %) | AUD - AUSTRALIA DOLLAR (0 %) BRL - BRAZILIAN REAL (0 %) CHF - SWISS FRANC (0 %) |
Top 3 industries | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) | Other (75.91 %) Communication Services (33.53 %) Health Care (23.80 %) |
Top 3 countries | Australia (95.00 %) United States (3.33 %) United Kingdom of Great Britain and Northern Ireland (0.97 %) | United States (69.91 %) Switzerland (10.93 %) United Kingdom of Great Britain and Northern Ireland (7.38 %) |
Management fee | 0.4 % | 0.57 % |
Key Summary
OZR | DRUG | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX 200 Resources Index - AUD | Nasdaq Global ex-Australia Healthcare Hedged AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.57 % |
Price | $18.66 | $8.96 |
Size | $284.686 million | $173.171 million |
10Y return | 158.45 % | 83.98 % |
Annual distribution yield (5Y) | 6.99 % | 1.82 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 08/08/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | DRUG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 74 |
Median incremental investment | $793.50 | $742.79 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,037.21 | $2,020.48 |
Average age group | > 35 | > 35 |
Pros and Cons
OZR | DRUG | |
|---|---|---|
Pros |
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Cons |
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OZR | DRUG |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |