Compare AU
Compare OZR vs. MVR
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 VanEck Australian Resources ETF (MVR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | MVR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 89 |
Median incremental investment | $789.16 | $938.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $840.28 | $1,877.40 |
Average age group | 26 - 35 | > 35 |
Key Summary
OZR | MVR | |
|---|---|---|
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 144.05m 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. | MVR.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. MVR.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim of providing investment returns before fees and other costs which track the performance of the Index. |
Top 3 holdings | BHP Group Ltd (39.24 %) | BHP Group Ltd (8.17 %) Woodside Energy Group Ltd (7.33 %) Fortescue Ltd (6.91 %) |
Top 3 industries | Materials (81.28 %) Energy (16.64 %) Other (2.08 %) | Materials (52.61 %) Energy (22.69 %) Utilities (8.97 %) |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | Australia (95.51 %) United States (4.49 %) |
Management fee | 0.4 % | 0.35 % |
Key Summary
OZR | MVR | |
|---|---|---|
Issuer | SPDR | VanEck |
Tracking index | S&P/ASX 200 Resources Index - AUD | MVIS Australia Energy & Mining Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.35 % |
Price | $11.56 | $31.49 |
Size | $144.890 million | $400.082 million |
10Y return | 38.61 % | 74.75 % |
Annual distribution yield (5Y) | 9.77 % | 6.06 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | MVR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 89 |
Median incremental investment | $789.16 | $938.63 |
Median investment frequency | Monthly | Monthly |
Median total investment | $840.28 | $1,877.40 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
OZR | MVR | |
|---|---|---|
Pros |
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Cons |
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OZR | MVR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |