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Compare AU
Compare OZR vs. OZF
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 ETF (OZR) and the SPDR S&P/ASX 200 Financials Ex A-REIT ETF (OZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 34 | 12 |
Median incremental investment | $789.16 | $519.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $858.40 | $1,368.64 |
Average age group | 26 - 35 | > 35 |
Key Summary
OZR | OZF | |
|---|---|---|
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 157.91m in AUM and 48 holdings. The 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. | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 51.7m in AUM and 32 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index. |
Top 3 holdings | BHP Group Ltd (36.06 %) Woodside Energy Group Ltd (9.57 %) Rio Tinto Ltd (7.56 %) | Commonwealth Bank of Australia (34.20 %) National Australia Bank Ltd (13.26 %) Westpac Banking Corp (12.79 %) |
Top 3 industries | Materials (76.80 %) Other (16.97 %) Energy (6.23 %) | Financials (97.18 %) Other (2.82 %) |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | |
Management fee | 0.4 % | 0.4 % |
Key Summary
OZR | OZF | |
|---|---|---|
Issuer | SPDR | SPDR |
Tracking index | S&P/ASX 200 Resources Index - AUD | S&P/ASX 200 Financials Ex-A-REIT - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.4 % |
Price | $11.84 | $30.08 |
Size | $140.057 million | $51.370 million |
10Y return | 51.60 % | 38.55 % |
Annual distribution yield (5Y) | 6.83 % | 3.92 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 34 | 12 |
Median incremental investment | $789.16 | $519.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $858.40 | $1,368.64 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
OZR | OZF | |
|---|---|---|
Pros |
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Cons |
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OZR | OZF |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |