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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 State Street 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 | 41 | 208 |
Median incremental investment | $853.31 | $1,363.52 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,259.72 | $4,682.24 |
Average age group | > 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 273.16m in AUM and 51 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. | 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 1427.65m in AUM and 54 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 (34.59 %) | TAIWAN SEMICONDUCTOR MANUFACTURING (24.08 %) TENCENT HOLDINGS LTD (12.73 %) SAMSUNG ELECTRONICS LTD (6.62 %) |
Top 3 industries | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) | Information Technology (44.48 %) Other (19.76 %) Communication Services (14.24 %) |
Top 3 countries | Australia (95.00 %) United States (3.33 %) United Kingdom of Great Britain and Northern Ireland (0.97 %) | Taiwan (35.82 %) China (30.87 %) Korea (21.59 %) |
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 | $16.41 | $159.24 |
Size | $250.626 million | $1.363 billion |
10Y return | 155.61 % | 185.38 % |
Annual distribution yield (5Y) | 7.07 % | 2.20 % |
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 | 41 | 208 |
Median incremental investment | $853.31 | $1,363.52 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,259.72 | $4,682.24 |
Average age group | > 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 |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |