Compare AU

Compare OZR vs. ITEK

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 Future Tech Innovators ETF (ITEK). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZR

ITEK

Popularity

Low

Low

Pearlers invested

38

2

Median incremental investment

$764.16

$2,500.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$873.94

$5,623.13

Average age group

26 - 35

> 35


Key Summary

OZR

ITEK

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 153.44m 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.

ITEK.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with the performance of the equally weighted return of the various indices of the Underlying Funds in which the Fund invests, before fees and expenses

Top 3 holdings

BHP Group Ltd (38.77 %)

iShares Digitalisation ETF USD Acc (17.51 %)

iShares Automation&Robotics ETF USD Dist (17.10 %)

iShares Healthcare Innov ETF USD Acc (16.85 %)

Top 3 industries

Materials (81.03 %)

Other (13.41 %)

Energy (5.56 %)

Other (99.97 %)

Communication Services (0.00 %)

Top 3 countries

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

United States (53.40 %)

Japan (7.60 %)

China (4.56 %)

Management fee

0.4 %

0.63 %


Key Summary

OZR

ITEK

Issuer

SPDR

iShares

Tracking index

S&P/ASX 200 Resources Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

0.63 %

Price

$11.81

$29.99

Size

$153.457 million

$4.719 million

10Y return

32.85 %

N/A

Annual distribution yield (5Y)

9.77 %

0.08 %

Market

ASX

ASX

First listed date

13/04/2011

16/08/2022

Purchase fee

$6.50

$6.50


Community Stats

OZR

ITEK

Popularity

Low

Low

Pearlers invested

38

2

Median incremental investment

$764.16

$2,500.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$873.94

$5,623.13

Average age group

26 - 35

> 35


Pros and Cons

OZR

ITEK

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

ITEK

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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