Compare AU

Compare OZR vs. ESTX

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 Global X Euro Stoxx 50 ETF (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

38

69

Median incremental investment

$764.16

$1,009.51

Median investment frequency

Monthly

Monthly

Median total investment

$873.94

$3,183.04

Average age group

26 - 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 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.

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 (38.77 %)

ASML Holding NV (8.06 %)

SAP SE (7.33 %)

Lvmh Moet Hennessy Louis Vuitton SE (4.61 %)

Top 3 industries

Materials (81.03 %)

Other (13.41 %)

Energy (5.56 %)

Information Technology (34.50 %)

Industrials (24.16 %)

Consumer Discretionary (11.01 %)

Top 3 countries

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

France (36.93 %)

Germany (27.26 %)

Netherlands (16.92 %)

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

$11.81

$99.47

Size

$154.200 million

$187.608 million

10Y return

32.85 %

N/A

Annual distribution yield (5Y)

9.77 %

3.24 %

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

38

69

Median incremental investment

$764.16

$1,009.51

Median investment frequency

Monthly

Monthly

Median total investment

$873.94

$3,183.04

Average age group

26 - 35

> 35


Pros and Cons

OZR

ESTX

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

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

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