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Compare OZR vs. INES
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 Intelligent Investor Eth Share Fund - Active ETF (INES). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 18 |
Median incremental investment | $789.16 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,025.22 | $4,343.63 |
Average age group | > 35 | > 35 |
Key Summary
OZR | INES | |
|---|---|---|
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 286.9m in AUM and 59 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. | INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth. |
Top 3 holdings | BHP Group Ltd (39.38 %) Rio Tinto Ltd (7.79 %) | Visa Inc Class A (7.24 %) Fairfax Financial Holdings Ltd Shs Subord.Vtg (5.84 %) CAR Group Ltd (5.48 %) |
Top 3 industries | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) |
Top 3 countries | Australia (95.00 %) United States (3.33 %) United Kingdom of Great Britain and Northern Ireland (0.97 %) | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) |
Management fee | 0.4 % | 0.97 % |
Key Summary
OZR | INES | |
|---|---|---|
Issuer | SPDR | Intelligent Investor |
Tracking index | S&P/ASX 200 Resources Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.97 % |
Price | $18.58 | $3.25 |
Size | $284.686 million | $60.150 million |
10Y return | 153.83 % | N/A |
Annual distribution yield (5Y) | 6.99 % | 4.93 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 18 |
Median incremental investment | $789.16 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,025.22 | $4,343.63 |
Average age group | > 35 | > 35 |
Pros and Cons
OZR | INES | |
|---|---|---|
Pros |
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Cons |
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OZR | INES |
|---|---|
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 |