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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the SPDR S&P/ASX 200 Resources Fund (OZR) and the BetaShares Australian Momentum ETF (MTUM). In this comparison, we'll delve into these ETFs 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 | $308.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $876.16 | $654.24 |
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 154.88m 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 (38.41 %) Woodside Energy Group Ltd (9.17 %) Rio Tinto Ltd (8.48 %) | COMMONWEALTH BANK OF AUSTRALIA (9.88 %) WESTPAC BANKING CORP (9.72 %) NATIONAL AUSTRALIA BANK LTD (9.59 %) |
Top 3 industries | Materials (81.04 %) Energy (16.94 %) Other (2.02 %) | Financials (53.93 %) Consumer Discretionary (13.51 %) Real Estate (10.81 %) |
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 | $12.09 | $27.76 |
Size | $152.363 million | N/A |
10Y return | 41.07 % | N/A |
Annual distribution yield (5Y) | 9.77 % | 0.19 % |
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 | $308.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $876.16 | $654.24 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
OZR | MTUM | |
|---|---|---|
Pros |
| |
Cons |
|
OZR | MTUM |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |