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Compare OZR vs. L1HI
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 L1HI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
OZR | L1HI | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 44 | 0 |
Median incremental investment | $853.31 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,644.30 | $0 |
Average age group | > 35 | N/A |
Key Summary
OZR | L1HI | |
|---|---|---|
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 324.01m 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. | L1HI.AX was created on 2024-07-22 by L1 Capital. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to outperform the Benchmark net of fees and expenses over rolling 5 year periods. |
Top 3 holdings | BHP Group Ltd (39.34 %) Rio Tinto Ltd (8.32 %) Woodside Energy Group Ltd (6.96 %) | L1 Capital International (Hedged) Active ETF (100 %) |
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 %) | |
Management fee | 0.4 % | 0 % |
Key Summary
OZR | L1HI | |
|---|---|---|
Issuer | SPDR | L1 Capital |
Tracking index | S&P/ASX 200 Resources Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0 % |
Price | $17.40 | $5.51 |
Size | $326.606 million | N/A |
10Y return | 158.16 % | N/A |
Annual distribution/ dividend yield (5Y) | 6.42 % | 1.43 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 21/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | L1HI | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 44 | 0 |
Median incremental investment | $853.31 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $1,644.30 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
OZR | L1HI | |
|---|---|---|
Pros |
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Cons |
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OZR | L1HI |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |