Compare AU
Compare OZR vs. GGOV
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 SPDR S&P/ASX 200 Resources Fund (OZR) and the BetaShares Us Treasury Bond 20+Yr ETF - Ccy Hedged (GGOV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | GGOV | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 21 |
Median incremental investment | $764.16 | $1,001.74 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $892.44 | $5,798.55 |
Average age group | 26 - 35 | > 35 |
Key Summary
OZR | GGOV | |
---|---|---|
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. | GGOV.AX was created on 2020-05-07 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. GGOV.AX aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of high-quality, long-dated, income-producing bonds issued by some of the largest developed economies in the world, hedged into AUD. |
Top 3 holdings | BHP Group Ltd (38.77 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) CAD - CANADA DOLLAR (0 %) |
Top 3 industries | Materials (81.03 %) Other (13.41 %) Energy (5.56 %) | Other (66.21 %) Communication Services (33.79 %) |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | |
Management fee | 0.4 % | 0.19 % |
Key Summary
OZR | GGOV | |
---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX 200 Resources Index - AUD | S&P G7 Sovereign Duration-Capped 20+ Year AUD Hedged Bond Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.19 % |
Price | $12.03 | $13.23 |
Size | $154.200 million | $245.368 million |
10Y return | 42.37 % | N/A |
Annual distribution yield (5Y) | 9.77 % | 2.42 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 11/05/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | GGOV | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 21 |
Median incremental investment | $764.16 | $1,001.74 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $892.44 | $5,798.55 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
OZR | GGOV | |
---|---|---|
Pros |
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Cons |
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OZR | GGOV |
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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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |