Compare AU

Compare OZR vs. ESPO

Compare shares and ETFs on the ASX that you can trade on Pearler.

SPDR S&P/ASX 200 Resources Fund

ASX

Buy

Buy

Overview
Performance

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 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

38

224

Median incremental investment

$764.16

$633.28

Median investment frequency

Monthly

Monthly

Median total investment

$905.02

$1,998.43

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 ETF currently has 153.11m 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.

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 (38.77 %)

Tencent Holdings Ltd (7.98 %)

AppLovin Corp Ordinary Shares - Class A (7.65 %)

Advanced Micro Devices Inc (7.14 %)

Top 3 industries

Materials (81.03 %)

Other (13.41 %)

Energy (5.56 %)

Communication Services (60.48 %)

Information Technology (23.81 %)

Consumer Discretionary (15.71 %)

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

$11.81

$18.59

Size

$154.200 million

$84.687 million

10Y return

39.76 %

N/A

Annual distribution yield (5Y)

9.77 %

0.59 %

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

38

224

Median incremental investment

$764.16

$633.28

Median investment frequency

Monthly

Monthly

Median total investment

$905.02

$1,998.43

Average age group

26 - 35

> 35


Pros and Cons

OZR

ESPO

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

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

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