Compare AU
Compare OZR vs. IAA
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 ETF (OZR) and the iShares Asia 50 ETF (IAA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | IAA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 116 |
Median incremental investment | $789.16 | $1,499.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $848.98 | $3,243.30 |
Average age group | 26 - 35 | > 35 |
Key Summary
OZR | IAA | |
|---|---|---|
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 141.74m in AUM and 49 holdings. The 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. | IAA.AX was created on 2007-11-13 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 833.48m in AUM and 55 holdings. The fund aims to provide investors with the performance of the S&P Asia 50TM Index, before fees and expenses. The index is designed to measure the performance of the 50 leading companies listed in China, Hong Kong, Macau, Singapore, South Korea and Taiwan. |
Top 3 holdings | BHP Group Ltd (37.73 %) Rio Tinto Ltd (8.33 %) Woodside Energy Group Ltd (7.64 %) | ISHARES ASIA 50 ETF (99.97 %) USD CASH (0.02 %) AUD CASH (0.01 %) |
Top 3 industries | Materials (82.59 %) Energy (14.75 %) Other (2.66 %) | Other (99.93 %) Communication Services (0.07 %) |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | United States (99.82 %) |
Management fee | 0.4 % | 0.29 % |
Key Summary
OZR | IAA | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P/ASX 200 Resources Index - AUD | S&P Asia 50 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.29 % |
Price | $11.71 | $114.79 |
Size | $138.368 million | $831.858 million |
10Y return | 31.87 % | 70.21 % |
Annual distribution yield (5Y) | 9.77 % | 1.83 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 10/09/2008 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | IAA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 116 |
Median incremental investment | $789.16 | $1,499.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $848.98 | $3,243.30 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
OZR | IAA | |
|---|---|---|
Pros |
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Cons |
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OZR | IAA |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |