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Compare OZR vs. INCM
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 Betashares S&P Global High Dividend Aristocrat ETF (INCM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 105 |
Median incremental investment | $784.81 | $996.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,433.74 | $1,289.75 |
Average age group | > 35 | > 35 |
Key Summary
OZR | INCM | |
|---|---|---|
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 265.01m in AUM and 55 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. | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. INCM.AX aims to track the performance of an index (before fees and expenses) that provides exposure to companies which have increased or maintained dividends every year for at least 10 consecutive years within developed markets outside of Australia. |
Top 3 holdings | BHP Group Ltd (36.63 %) Rio Tinto Ltd (8.34 %) | MSCI WORLD INDEX JUN26 (0 %) KRW - KOREAN WON (0 %) APPLE INC (6.00 %) |
Top 3 industries | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) |
Top 3 countries | Australia (95.00 %) United States (3.33 %) United Kingdom of Great Britain and Northern Ireland (0.97 %) | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) |
Management fee | 0.4 % | 0.45 % |
Key Summary
OZR | INCM | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX 200 Resources Index - AUD | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.45 % |
Price | $18.53 | $19.26 |
Size | $270.330 million | $93.265 million |
10Y return | 178.65 % | N/A |
Annual distribution yield (5Y) | 7.07 % | 4.48 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 105 |
Median incremental investment | $784.81 | $996.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,433.74 | $1,289.75 |
Average age group | > 35 | > 35 |
Pros and Cons
OZR | INCM | |
|---|---|---|
Pros |
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Cons |
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OZR | INCM |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |