Compare AU

Compare OZR vs. ETPMPM

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, shares and ETFs are a popular choice. Two options in the ASX are OZR and ETPMPM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

OZR

ETPMPM

Popularity

Low

Low

Pearlers invested

39

15

Median incremental investment

$764.16

$851.61

Median investment frequency

Monthly

Monthly

Median total investment

$898.36

$1,903.30

Average age group

26 - 35

> 35


Key Summary

OZR

ETPMPM

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 154.88m 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.

ETPMPM.AX was created on 2009-01-02 by Global X. The fund's investment portfolio concentrates primarily on broad market commodities. ETFS Physical Precious Metals Basket (ETPMPM.AX) is designed to offer investors a simple, cost-efficient and secure way to access physical gold, silver, platinum and palladium by providing a return equivalent to the movements in the spot price of the metals less the applicable management fee.

Top 3 holdings

BHP Group Ltd (38.41 %)

Woodside Energy Group Ltd (9.17 %)

Rio Tinto Ltd (8.48 %)

Global X Metal Securities Australia Limited (100 %)

Top 3 industries

Materials (81.04 %)

Energy (16.94 %)

Other (2.02 %)

Top 3 countries

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

Management fee

0.4 %

0.44 %


Key Summary

OZR

ETPMPM

Issuer

SPDR

Global X

Tracking index

S&P/ASX 200 Resources Index - AUD

LBMA & LPPM Precious Metals Price PM - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.4 %

0.44 %

Price

$12.13

$270.80

Size

$152.363 million

$61.425 million

10Y return

40.88 %

120.75 %

Annual distribution/β€Šdividend yield (5Y)

9.77 %

- %

Market

ASX

ASX

First listed date

13/04/2011

30/01/2009

Purchase fee

$6.50

$6.50


Community Stats

OZR

ETPMPM

Popularity

Low

Low

Pearlers invested

39

15

Median incremental investment

$764.16

$851.61

Median investment frequency

Monthly

Monthly

Median total investment

$898.36

$1,903.30

Average age group

26 - 35

> 35


Pros and Cons

OZR

ETPMPM

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

OZR

ETPMPM

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower 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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