Compare AU

Compare OZR vs. IEAT

Compare shares and ETFs on the ASX that you can trade on Pearler.

SPDR S&P/ASX 200 Resources Fund

ASX

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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 --- (---). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZR

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Popularity

Low

N/A

Pearlers invested

38

0

Median incremental investment

$789.16

-

Median investment frequency

Monthly

N/A

Median total investment

$838.10

$0

Average age group

26 - 35

N/A


Key Summary

OZR

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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.

N/A

Top 3 holdings

BHP Group Ltd (39.24 %)

Archer-Daniels Midland Co (8.57 %)

FMC Corp (7.47 %)

Bunge Ltd (7.08 %)

Top 3 industries

Materials (81.28 %)

Energy (16.64 %)

Other (2.08 %)

Top 3 countries

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

Management fee

0.4 %

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Key Summary

OZR

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Issuer

SPDR

N/A

Tracking index

S&P/ASX 200 Resources Index - AUD

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Asset class

ETF

Stock

Management fee

0.4 %

N/A

Price

$11.56

$--

Size

$144.890 million

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10Y return

38.61 %

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Annual distribution yield (5Y)

9.77 %

- %

Market

ASX

ASX

First listed date

13/04/2011

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Purchase fee

$6.50

$6.50


Community Stats

OZR

---

Popularity

Low

N/A

Pearlers invested

38

0

Median incremental investment

$789.16

-

Median investment frequency

Monthly

N/A

Median total investment

$838.10

$0

Average age group

26 - 35

N/A


Pros and Cons

OZR

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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

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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

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