Compare AU
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, shares and ETFs are a popular choice. Two options in the ASX are OZR and INES. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
OZR | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 21 |
Median incremental investment | $789.16 | $851.70 |
Median investment frequency | Monthly | Monthly |
Median total investment | $840.28 | $4,859.54 |
Average age group | 26 - 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 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. | 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 (39.24 %) | Intelligent Investor Eth Share Fund - Active ETF (100 %) |
Top 3 industries | Materials (81.28 %) Energy (16.64 %) Other (2.08 %) | |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | |
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 | $11.56 | $3.36 |
Size | $144.890 million | $75.301 million |
10Y return | 38.61 % | N/A |
Annual distribution/ dividend yield (5Y) | 9.77 % | 4.41 % |
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 | 38 | 21 |
Median incremental investment | $789.16 | $851.70 |
Median investment frequency | Monthly | Monthly |
Median total investment | $840.28 | $4,859.54 |
Average age group | 26 - 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 |
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 |