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Compare OZR vs. FSML
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 Firetrail Aust Small Companies Fund - Active ETF (FSML). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | FSML | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 29 |
Median incremental investment | $793.50 | $1,323.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,650.00 | $4,343.18 |
Average age group | > 35 | > 35 |
Key Summary
OZR | FSML | |
|---|---|---|
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 324.38m in AUM and 59 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. | FSML.AX was created on 2020-02-20 by Firetraill. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to outperform the S&P/ ASX Small Ordinaries Index over the medium to long term. |
Top 3 holdings | BHP Group Ltd (38.78 %) Rio Tinto Ltd (7.91 %) | Megaport Ltd (5.08 %) New Hope Corp Ltd (3.51 %) Regis Healthcare Ltd (3.43 %) |
Top 3 industries | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) | Materials (32.29 %) Other (18.17 %) Energy (9.23 %) |
Top 3 countries | Australia (95.00 %) United States (3.33 %) United Kingdom of Great Britain and Northern Ireland (0.97 %) | Australia (74.40 %) New Zealand (7.16 %) Canada (5.81 %) |
Management fee | 0.4 % | 0.97 % |
Key Summary
OZR | FSML | |
|---|---|---|
Issuer | SPDR | Firetraill |
Tracking index | S&P/ASX 200 Resources Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.97 % |
Price | $16.67 | $1.98 |
Size | $280.173 million | N/A |
10Y return | 127.11 % | N/A |
Annual distribution yield (5Y) | 6.99 % | 2.06 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 17/11/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | FSML | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 29 |
Median incremental investment | $793.50 | $1,323.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,650.00 | $4,343.18 |
Average age group | > 35 | > 35 |
Pros and Cons
OZR | FSML | |
|---|---|---|
Pros |
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Cons |
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OZR | FSML |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |