Compare AU

Compare OZR vs. INCM

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 BetaShares Global Income Leaders 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

39

13

Median incremental investment

$764.16

$1,293.46

Median investment frequency

Monthly

Monthly

Median total investment

$898.36

$4,814.40

Average age group

26 - 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 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.

INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The fund aims to track the performance of an index (before fees and expenses) that comprises 100 high-yielding global companies (ex-Australia) selected for their potential to generate attractive and sustainable income.

Top 3 holdings

BHP Group Ltd (38.41 %)

Woodside Energy Group Ltd (9.17 %)

Rio Tinto Ltd (8.48 %)

AT&T INC (2.58 %)

VERIZON COMMUNICATIONS INC (2.29 %)

BRISTOL-MYERS SQUIBB CO (2.17 %)

Top 3 industries

Materials (81.04 %)

Energy (16.94 %)

Other (2.02 %)

Other (29.23 %)

Utilities (22.86 %)

Financials (11.85 %)

Top 3 countries

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

United States (70.82 %)

Korea (4.54 %)

Hong Kong (3.66 %)

Management fee

0.4 %

0.45 %


Key Summary

OZR

INCM

Issuer

SPDR

BetaShares

Tracking index

S&P/ASX 200 Resources Index - AUD

Nasdaq Global Income Leaders Index - USD-US Dollar

Asset class

ETF

ETF

Management fee

0.4 %

0.45 %

Price

$12.14

$18.88

Size

$152.363 million

$38.698 million

10Y return

41.00 %

N/A

Annual distribution yield (5Y)

9.77 %

4.16 %

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

39

13

Median incremental investment

$764.16

$1,293.46

Median investment frequency

Monthly

Monthly

Median total investment

$898.36

$4,814.40

Average age group

26 - 35

> 35


Pros and Cons

OZR

INCM

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

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

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