Compare AU

Compare OZR vs. H100

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 BetaShares Ftse 100 Currency Hedged ETF (H100). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZR

H100

Popularity

Low

Low

Pearlers invested

39

1

Median incremental investment

$764.16

$767.50

Median investment frequency

Monthly

Monthly

Median total investment

$893.18

$1,699.04

Average age group

26 - 35

> 35


Key Summary

OZR

H100

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.

N/A

Top 3 holdings

BHP Group Ltd (38.89 %)

ASTRAZENECA PLC (7.72 %)

SHELL PLC (7.43 %)

HSBC HOLDINGS PLC (6.93 %)

Top 3 industries

Materials (81.03 %)

Other (13.41 %)

Energy (5.56 %)

Financials (17.65 %)

Consumer Staples (17.44 %)

Energy (13.29 %)

Top 3 countries

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

Management fee

0.4 %

0 %


Key Summary

OZR

H100

Issuer

SPDR

Tracking index

S&P/ASX 200 Resources Index - AUD

Asset class

ETF

Stock

Management fee

0.4 %

0 %

Price

$12.06

$11.51

Size

$154.200 million

N/A

10Y return

42.05 %

N/A

Annual distribution yield (5Y)

9.77 %

1.08 %

Market

ASX

ASX

First listed date

13/04/2011

24/10/2023

Purchase fee

$6.50

$6.50


Community Stats

OZR

H100

Popularity

Low

Low

Pearlers invested

39

1

Median incremental investment

$764.16

$767.50

Median investment frequency

Monthly

Monthly

Median total investment

$893.18

$1,699.04

Average age group

26 - 35

> 35


Pros and Cons

OZR

H100

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

OZR

H100

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

Home