Back
Compare AU
Compare OZR vs. LEND
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 VanEck Glbl Listed Private Credit (Aud Hedged) ETF (LEND). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | LEND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 22 |
Median incremental investment | $793.50 | $1,335.03 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,640.00 | $8,237.60 |
Average age group | > 35 | > 35 |
Key Summary
OZR | LEND | |
|---|---|---|
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 275.56m in AUM and 60 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. | LEND.AX was created on 2024-01-31 by VanEck. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars. The Fund does not necessarily aim to perfectly replicate the Reference Index on a one-to-one basis. |
Top 3 holdings | BHP Group Ltd (39.98 %) Rio Tinto Ltd (8.18 %) Woodside Energy Group Ltd (7.92 %) | Main Street Capital Corp (7.86 %) Ares Capital Corp (7.58 %) FS KKR Capital Corp (7.58 %) |
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 (100.00 %) |
Management fee | 0.4 % | 0.65 % |
Key Summary
OZR | LEND | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P/ASX 200 Resources Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.65 % |
Price | $16.79 | $14.70 |
Size | $271.695 million | $217.873 million |
10Y return | 135.15 % | N/A |
Annual distribution yield (5Y) | 6.99 % | 7.42 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 01/02/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | LEND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 22 |
Median incremental investment | $793.50 | $1,335.03 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,640.00 | $8,237.60 |
Average age group | > 35 | > 35 |
Pros and Cons
OZR | LEND | |
|---|---|---|
Pros |
|
|
Cons |
|
|
OZR | LEND |
|---|---|
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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |