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Compare OZR vs. LPHD
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 Loftus Peak Global Disruption Hedged Active ETF (LPHD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | LPHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 1 |
Median incremental investment | $784.81 | $2,322.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,037.20 | $3,390.97 |
Average age group | > 35 | 26 - 35 |
Key Summary
OZR | LPHD | |
|---|---|---|
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 286.9m in AUM and 59 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. | LPHD.AX was created on 2022-07-01 by Loftus Peak. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to deliver a return over the Benchmark (see below) over the medium to long term by bringing a disciplined investment process to listed global companies impacted by disruption. |
Top 3 holdings | BHP Group Ltd (38.76 %) Rio Tinto Ltd (7.88 %) | NVIDIA Corp (7.85 %) Contemporary Amperex Technology Co Ltd Ordinary Shares - Class H (7.25 %) Eli Lilly and Co (6.62 %) |
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 | LPHD | |
|---|---|---|
Issuer | SPDR | Loftus Peak |
Tracking index | S&P/ASX 200 Resources Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0 % |
Price | $18.02 | $10.63 |
Size | $284.686 million | N/A |
10Y return | 154.88 % | N/A |
Annual distribution yield (5Y) | 6.99 % | 5.73 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 31/08/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | LPHD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 1 |
Median incremental investment | $784.81 | $2,322.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,037.20 | $3,390.97 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
OZR | LPHD | |
|---|---|---|
Pros |
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Cons |
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OZR | LPHD |
|---|---|
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 |