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Compare OZR vs. JHGA
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 Jpm Gbl Equity Premium Income Hedged Complex ETF (JHGA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | JHGA | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 43 | 0 |
Median incremental investment | $784.81 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,426.81 | $0 |
Average age group | > 35 | N/A |
Key Summary
OZR | JHGA | |
|---|---|---|
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 265.01m in AUM and 55 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. | JHGA.AX was created on 2024-07-30 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide income and long-term capital growth. |
Top 3 holdings | BHP Group Ltd (36.63 %) Rio Tinto Ltd (8.34 %) | JPM Global Eqy Prm Inc Act UC ETF USDDis (102.28 %) |
Top 3 industries | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) | |
Top 3 countries | Australia (95.00 %) United States (3.33 %) United Kingdom of Great Britain and Northern Ireland (0.97 %) | United States (66.60 %) Japan (10.73 %) Germany (4.77 %) |
Management fee | 0.4 % | 0.4 % |
Key Summary
OZR | JHGA | |
|---|---|---|
Issuer | SPDR | JPMorgan |
Tracking index | S&P/ASX 200 Resources Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.4 % |
Price | $18.12 | $47.66 |
Size | $270.330 million | $8.062 million |
10Y return | 172.48 % | N/A |
Annual distribution yield (5Y) | 7.07 % | 4.85 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 31/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | JHGA | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 43 | 0 |
Median incremental investment | $784.81 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,426.81 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
OZR | JHGA | |
|---|---|---|
Pros |
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Cons |
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OZR | JHGA |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |