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Compare OZR vs. ESPO
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 VanEck Video Gaming and Esports ETF (ESPO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | ESPO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 242 |
Median incremental investment | $789.16 | $666.10 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,238.16 | $2,032.02 |
Average age group | 26 - 35 | > 35 |
Key Summary
OZR | ESPO | |
|---|---|---|
Strategy | OZR.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. 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. | ESPO.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. The Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | BHP Group Ltd (34.30 %) Rio Tinto Ltd (7.64 %) Woodside Energy Group Ltd (6.38 %) | Tencent Holdings Ltd (8.40 %) NetEase Inc ADR (7.63 %) Nintendo Co Ltd (7.08 %) |
Top 3 industries | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) | Communication Services (70.55 %) Information Technology (21.87 %) Consumer Discretionary (7.58 %) |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | United States (40.90 %) Japan (22.86 %) China (16.75 %) |
Management fee | 0.4 % | 0.55 % |
Key Summary
OZR | ESPO | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P/ASX 200 Resources Index - AUD | MVIS Global Video Gaming & eSports |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.55 % |
Price | $16.13 | $19.17 |
Size | $200.478 million | $99.012 million |
10Y return | 215.04 % | N/A |
Annual distribution yield (5Y) | 7.07 % | 1.64 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 09/09/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | ESPO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 242 |
Median incremental investment | $789.16 | $666.10 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,238.16 | $2,032.02 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
OZR | ESPO | |
|---|---|---|
Pros |
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Cons |
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OZR | ESPO |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |