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Compare AU
Compare OZR vs. ESTX
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 Europe 50 Large-Caps (ESTX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | ESTX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 115 |
Median incremental investment | $793.50 | $1,059.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,657.53 | $4,623.36 |
Average age group | > 35 | > 35 |
Key Summary
OZR | ESTX | |
|---|---|---|
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 300.67m in AUM and 55 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. | ESTX.AX was created on 2016-07-19 by ETFS. The fund's investment portfolio concentrates primarily on large cap equity. ETFS EURO STOXX 50 ETF (ESTX.AX) aims to provide investors with a return that (before fees and expenses) tracks the performance of the EURO STOXX 50 Index by holding all of the shares that make up the index closely in proportion to their index weights. |
Top 3 holdings | BHP Group Ltd (39.08 %) Rio Tinto Ltd (8.62 %) | ASML Holding NV (11.73 %) Siemens AG (4.66 %) TotalEnergies SE (3.90 %) |
Top 3 industries | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) | Information Technology (32.54 %) Industrials (26.97 %) Financials (17.62 %) |
Top 3 countries | Australia (95.00 %) United States (3.33 %) United Kingdom of Great Britain and Northern Ireland (0.97 %) | Germany (29.66 %) France (29.62 %) Netherlands (18.70 %) |
Management fee | 0.4 % | 0.35 % |
Key Summary
OZR | ESTX | |
|---|---|---|
Issuer | SPDR | ETFS |
Tracking index | S&P/ASX 200 Resources Index - AUD | Euro STOXX 50 |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.35 % |
Price | $17.54 | $110.08 |
Size | $325.317 million | $458.747 million |
10Y return | 155.31 % | N/A |
Annual distribution yield (5Y) | 7.07 % | 3.14 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 21/07/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | ESTX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 115 |
Median incremental investment | $793.50 | $1,059.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,657.53 | $4,623.36 |
Average age group | > 35 | > 35 |
Pros and Cons
OZR | ESTX | |
|---|---|---|
Pros |
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Cons |
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OZR | ESTX |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |