Compare AU

Compare OZR vs. PAXX

Compare shares and ETFs on the ASX that you can trade on Pearler.

SPDR S&P/ASX 200 Resources Fund

ASX

Buy

Buy

Overview
Performance

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 Platinum Asia Fund (Quoted Managed Hedge Fund) (PAXX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZR

PAXX

Popularity

Low

Low

Pearlers invested

38

3

Median incremental investment

$764.16

$1,021.10

Median investment frequency

Monthly

Monthly

Median total investment

$873.94

$6,309.66

Average age group

26 - 35

> 35


Key Summary

OZR

PAXX

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 153.44m 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.

PAXX.AX was created on 2017-08-17 by Platinum. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The Fund aims to provide capital growth over the long-term by providing exposure to undervalued listed investments in the Asian region excluding Japan.

Top 3 holdings

BHP Group Ltd (38.77 %)

Taiwan Semiconductor Manufacturing Co Ltd (10.15 %)

SK Hynix Inc (5.05 %)

Tencent Holdings Ltd (4.85 %)

Top 3 industries

Materials (81.23 %)

Other (13.35 %)

Energy (5.42 %)

Information Technology (39.81 %)

Other (35.07 %)

Communication Services (10.27 %)

Top 3 countries

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

China (46.18 %)

Korea (17.74 %)

Taiwan (10.79 %)

Management fee

0.4 %

1.26 %


Key Summary

OZR

PAXX

Issuer

SPDR

Platinum

Tracking index

S&P/ASX 200 Resources Index - AUD

Asset class

ETF

ETF

Management fee

0.4 %

1.26 %

Price

$12.15

$4.98

Size

$153.457 million

N/A

10Y return

36.52 %

N/A

Annual distribution yield (5Y)

9.77 %

5.11 %

Market

ASX

ASX

First listed date

13/04/2011

14/09/2017

Purchase fee

$6.50

$6.50


Community Stats

OZR

PAXX

Popularity

Low

Low

Pearlers invested

38

3

Median incremental investment

$764.16

$1,021.10

Median investment frequency

Monthly

Monthly

Median total investment

$873.94

$6,309.66

Average age group

26 - 35

> 35


Pros and Cons

OZR

PAXX

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

OZR

PAXX

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

Home