Compare AU

Compare OZR vs. IFRA

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 VanEck Ftse Global Infrastructure (Aud Hedged) ETF (IFRA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZR

IFRA

Popularity

Low

Low

Pearlers invested

39

129

Median incremental investment

$764.16

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$872.46

$3,814.35

Average age group

26 - 35

> 35


Key Summary

OZR

IFRA

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 174.65m 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.

IFRA.AX was created on 2016-04-29 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. A Fund does not aim to perfectly replicate its Reference Index on a one-to-one basis

Top 3 holdings

BHP Group Ltd (39.64 %)

Woodside Energy Group Ltd (8.83 %)

Rio Tinto Ltd (8.55 %)

NextEra Energy Inc (4.72 %)

Aena SME SA (4.63 %)

Transurban Group (4.50 %)

Top 3 industries

Materials (81.77 %)

Energy (16.13 %)

Other (2.10 %)

Industrials (45.51 %)

Utilities (38.06 %)

Energy (8.24 %)

Top 3 countries

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

United States (60.06 %)

Canada (10.62 %)

Spain (6.21 %)

Management fee

0.4 %

0.52 %


Key Summary

OZR

IFRA

Issuer

SPDR

VanEck

Tracking index

S&P/ASX 200 Resources Index - AUD

FTSE Developed Core Infrastructure 50/50 Index - CAD

Asset class

ETF

ETF

Management fee

0.4 %

0.52 %

Price

$11.79

$21.55

Size

$170.343 million

$1.193 billion

10Y return

41.88 %

N/A

Annual distribution yield (5Y)

10.05 %

3.32 %

Market

ASX

ASX

First listed date

13/04/2011

03/05/2016

Purchase fee

$6.50

$6.50


Community Stats

OZR

IFRA

Popularity

Low

Low

Pearlers invested

39

129

Median incremental investment

$764.16

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$872.46

$3,814.35

Average age group

26 - 35

> 35


Pros and Cons

OZR

IFRA

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

OZR

IFRA

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

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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