Compare AU

Compare OZR vs. JEGA

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, shares and ETFs are a popular choice. Two options in the ASX are OZR and JEGA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

OZR

JEGA

Popularity

Low

N/A

Pearlers invested

39

0

Median incremental investment

$764.16

$0

Median investment frequency

Monthly

N/A

Median total investment

$897.62

$0

Average age group

26 - 35

N/A


Key Summary

OZR

JEGA

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.

N/A

Top 3 holdings

BHP Group Ltd (38.41 %)

Woodside Energy Group Ltd (9.17 %)

Rio Tinto Ltd (8.48 %)

Jpm Global Equity Premium Income Complex ETF (100 %)

Top 3 industries

Materials (81.04 %)

Energy (16.94 %)

Other (2.02 %)

Top 3 countries

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

Management fee

0.4 %

0 %


Key Summary

OZR

JEGA

Issuer

SPDR

Tracking index

S&P/ASX 200 Resources Index - AUD

Asset class

ETF

Stock

Management fee

0.4 %

0 %

Price

$12.13

$53.80

Size

$152.363 million

N/A

10Y return

40.88 %

N/A

Annual distribution/β€Šdividend yield (5Y)

9.77 %

0.54 %

Market

ASX

ASX

First listed date

13/04/2011

31/07/2024

Purchase fee

$6.50

$6.50


Community Stats

OZR

JEGA

Popularity

Low

N/A

Pearlers invested

39

0

Median incremental investment

$764.16

$0

Median investment frequency

Monthly

N/A

Median total investment

$897.62

$0

Average age group

26 - 35

N/A


Pros and Cons

OZR

JEGA

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

OZR

JEGA

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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