Compare AU
Compare OZR vs. HGEN
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 Global X Hydrogen ETF (HGEN). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | HGEN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 348 |
Median incremental investment | $789.16 | $645.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $840.28 | $586.50 |
Average age group | 26 - 35 | > 35 |
Key Summary
OZR | HGEN | |
|---|---|---|
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 144.05m 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. | HGEN.AX was created on 2021-10-06 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 26.8m in AUM and 32 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Solactive Global Hydrogen ESG Index. |
Top 3 holdings | BHP Group Ltd (39.24 %) | Bloom Energy Corp Class A (10.78 %) Plug Power Inc (6.68 %) Screen Holdings Co Ltd (5.14 %) |
Top 3 industries | Materials (81.28 %) Energy (16.64 %) Other (2.08 %) | Materials (41.81 %) Industrials (40.70 %) Information Technology (9.52 %) |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | United States (39.09 %) Korea (19.33 %) Norway (11.75 %) |
Management fee | 0.4 % | 0.69 % |
Key Summary
OZR | HGEN | |
|---|---|---|
Issuer | SPDR | Global X |
Tracking index | S&P/ASX 200 Resources Index - AUD | Solactive Global Hydrogen Index - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.69 % |
Price | $11.59 | $4.60 |
Size | $144.890 million | $26.738 million |
10Y return | 37.98 % | N/A |
Annual distribution yield (5Y) | 9.77 % | 0.16 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 06/10/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | HGEN | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 348 |
Median incremental investment | $789.16 | $645.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $840.28 | $586.50 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
OZR | HGEN | |
|---|---|---|
Pros |
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Cons |
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OZR | HGEN |
|---|---|
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 |