Compare AU
Compare OZR vs. QOZ
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 FTSE Rafi Australia 200 ETF (QOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | QOZ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 49 |
Median incremental investment | $764.16 | $1,143.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $892.44 | $2,357.52 |
Average age group | 26 - 35 | > 35 |
Key Summary
OZR | QOZ | |
---|---|---|
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 153.11m 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. | QOZ.AX was created on 2013-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 656.55m in AUM and 192 holdings. The investment objective of the BetaShares FTSE RAFI Australia 200 ETF is to provide an investment return that tracks the performance of the FTSE RAFI Australia 200 Index (the Index), before taking into account fees and expenses. |
Top 3 holdings | BHP Group Ltd (38.77 %) | BHP GROUP LTD (10.27 %) COMMONWEALTH BANK OF AUSTRALIA (9.08 %) WESTPAC BANKING CORP (6.92 %) |
Top 3 industries | Materials (81.03 %) Other (13.41 %) Energy (5.56 %) | Financials (37.42 %) Materials (21.74 %) Real Estate (6.48 %) |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | Australia (96.38 %) United States (1.44 %) United Kingdom of Great Britain and Northern Ireland (1.41 %) |
Management fee | 0.4 % | 0.4 % |
Key Summary
OZR | QOZ | |
---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX 200 Resources Index - AUD | FTSE RAFI Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.4 % |
Price | $12.06 | $16.72 |
Size | $154.200 million | $672.154 million |
10Y return | 42.72 % | 28.22 % |
Annual distribution yield (5Y) | 9.77 % | 6.60 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 11/07/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | QOZ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 49 |
Median incremental investment | $764.16 | $1,143.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $892.44 | $2,357.52 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
OZR | QOZ | |
---|---|---|
Pros |
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Cons |
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OZR | QOZ |
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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 |