Compare AU

Compare OZR vs. IJP

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

Community Stats

OZR

IJP

Popularity

Low

Low

Pearlers invested

39

45

Median incremental investment

$764.16

$1,087.25

Median investment frequency

Monthly

Monthly

Median total investment

$897.62

$3,072.16

Average age group

26 - 35

26 - 35


Key Summary

OZR

IJP

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 154.88m 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.

IJP.AX was created on 1996-03-12 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI Japan Index, before fees and expenses. The index is designed to measure the performance of Japanese large-, mid- & small- capitalisation companies.

Top 3 holdings

BHP Group Ltd (38.89 %)

ISHARES MSCI JAPAN ETF (100.14 %)

USD CASH (0.03 %)

USD/AUD (0.00 %)

Top 3 industries

Materials (81.03 %)

Other (13.41 %)

Energy (5.56 %)

Other (99.99 %)

Communication Services (0.01 %)

Top 3 countries

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

Japan (100.00 %)

Management fee

0.4 %

0.5 %


Key Summary

OZR

IJP

Issuer

SPDR

iShares

Tracking index

S&P/ASX 200 Resources Index - AUD

MSCI Japan Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.5 %

Price

$12.13

$109.72

Size

$152.363 million

$725.640 million

10Y return

40.39 %

84.96 %

Annual distribution yield (5Y)

9.77 %

1.52 %

Market

ASX

ASX

First listed date

13/04/2011

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

OZR

IJP

Popularity

Low

Low

Pearlers invested

39

45

Median incremental investment

$764.16

$1,087.25

Median investment frequency

Monthly

Monthly

Median total investment

$897.62

$3,072.16

Average age group

26 - 35

26 - 35


Pros and Cons

OZR

IJP

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

OZR

IJP

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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