Compare AU

Compare OZR vs. QRE

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 BetaShares Australian Resources Sector ETF (QRE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZR

QRE

Popularity

Low

Low

Pearlers invested

39

86

Median incremental investment

$764.16

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$897.62

$1,817.40

Average age group

26 - 35

> 35


Key Summary

OZR

QRE

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.

QRE.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 273.08m in AUM and 46 holdings. QRE.AX aims to track the performance an index (before fees and expenses) comprising the largest ASX-listed companies in the resources sector, including BHP, Rio Tinto, Woodside Petroleum and more.

Top 3 holdings

BHP Group Ltd (38.41 %)

Woodside Energy Group Ltd (9.17 %)

Rio Tinto Ltd (8.48 %)

S&P/ASX 200 R IDX MAR25 (0 %)

BHP GROUP LTD (38.72 %)

WOODSIDE ENERGY GROUP LTD (9.42 %)

Top 3 industries

Materials (81.04 %)

Energy (16.94 %)

Other (2.02 %)

Materials (76.83 %)

Energy (19.82 %)

Other (3.35 %)

Top 3 countries

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

Australia (97.20 %)

United States (2.39 %)

China (0.41 %)

Management fee

0.4 %

0.34 %


Key Summary

OZR

QRE

Issuer

SPDR

BetaShares

Tracking index

S&P/ASX 200 Resources Index - AUD

Solactive Australia Resources Sector Index - AUD - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.4 %

0.34 %

Price

$12.13

$6.99

Size

$152.363 million

$275.873 million

10Y return

40.88 %

45.93 %

Annual distribution yield (5Y)

9.77 %

9.10 %

Market

ASX

ASX

First listed date

13/04/2011

15/12/2010

Purchase fee

$6.50

$6.50


Community Stats

OZR

QRE

Popularity

Low

Low

Pearlers invested

39

86

Median incremental investment

$764.16

$993.50

Median investment frequency

Monthly

Monthly

Median total investment

$897.62

$1,817.40

Average age group

26 - 35

> 35


Pros and Cons

OZR

QRE

Pros

  • Higher exposure to US market

  • Higher distribution yield

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower exposure to US market

  • Lower distribution yield

OZR

QRE

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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