Compare AU
Compare OZR vs. MTUM
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 MTUM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
OZR | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 2 |
Median incremental investment | $764.16 | $504.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $872.46 | $579.21 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
OZR | MTUM | |
|---|---|---|
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 174.65m 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 (39.64 %) Woodside Energy Group Ltd (8.83 %) Rio Tinto Ltd (8.55 %) | BetaShares Australian Momentum ETF (100 %) |
Top 3 industries | Materials (81.77 %) Energy (16.13 %) Other (2.10 %) | |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | |
Management fee | 0.4 % | 0 % |
Key Summary
OZR | MTUM | |
|---|---|---|
Issuer | SPDR | |
Tracking index | S&P/ASX 200 Resources Index - AUD | |
Asset class | ETF | Stock |
Management fee | 0.4 % | 0 % |
Price | $11.79 | $26.94 |
Size | $170.343 million | N/A |
10Y return | 41.88 % | N/A |
Annual distribution/ dividend yield (5Y) | 10.05 % | - % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 23/07/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | MTUM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 2 |
Median incremental investment | $764.16 | $504.00 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $872.46 | $579.21 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
OZR | MTUM | |
|---|---|---|
Pros |
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Cons |
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OZR | MTUM |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower price growth | Higher price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |