Compare AU
Compare OZR vs. QRE
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 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 | 38 | 85 |
Median incremental investment | $789.16 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $850.43 | $1,772.62 |
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 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. | QRE.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 250.72m 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 (39.24 %) | S&P/ASX 200 R IDX MAR25 (0 %) BHP GROUP LTD (38.72 %) WOODSIDE ENERGY GROUP LTD (9.42 %) |
Top 3 industries | Materials (81.70 %) Other (13.35 %) Energy (4.95 %) | Materials (75.40 %) Energy (17.78 %) Other (6.82 %) |
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 | $11.73 | $6.84 |
Size | $140.805 million | $246.640 million |
10Y return | 39.98 % | 48.70 % |
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 | 38 | 85 |
Median incremental investment | $789.16 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $850.43 | $1,772.62 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
OZR | QRE | |
|---|---|---|
Pros |
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Cons |
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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 |