Compare AU
Compare OZR vs. IIGF
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 Intelligent Investor Aus Eq Grth Fund - Active ETF (IIGF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 17 |
Median incremental investment | $789.16 | $1,038.06 |
Median investment frequency | Monthly | Monthly |
Median total investment | $851.88 | $1,981.05 |
Average age group | 26 - 35 | > 35 |
Key Summary
OZR | IIGF | |
|---|---|---|
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. | IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to achieve a return of 2% above the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment. |
Top 3 holdings | BHP Group Ltd (39.24 %) | BHP Group Ltd (7.48 %) CSL Ltd (7.29 %) New Hope Corp Ltd (6.51 %) |
Top 3 industries | Materials (81.28 %) Energy (16.64 %) Other (2.08 %) | Consumer Discretionary (16.56 %) Materials (12.83 %) Health Care (12.50 %) |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | Australia (86.90 %) New Zealand (7.31 %) United States (5.79 %) |
Management fee | 0.4 % | 0.97 % |
Key Summary
OZR | IIGF | |
|---|---|---|
Issuer | SPDR | Intelligent Investor |
Tracking index | S&P/ASX 200 Resources Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.97 % |
Price | $11.75 | $2.81 |
Size | $144.890 million | $94.332 million |
10Y return | 39.22 % | N/A |
Annual distribution yield (5Y) | 9.77 % | 5.45 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 05/10/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | IIGF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 17 |
Median incremental investment | $789.16 | $1,038.06 |
Median investment frequency | Monthly | Monthly |
Median total investment | $851.88 | $1,981.05 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
OZR | IIGF | |
|---|---|---|
Pros |
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Cons |
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OZR | IIGF |
|---|---|
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 |