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Compare OZR vs. QUS
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 State Street SPDR S&P/ASX 200 Resources ETF (OZR) and the Betashares S&P 500 Equal Weight ETF (QUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | QUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 86 |
Median incremental investment | $789.16 | $1,053.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,661.00 | $6,996.78 |
Average age group | > 35 | > 35 |
Key Summary
OZR | QUS | |
|---|---|---|
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 324.38m in AUM and 59 holdings. The State Street 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. | QUS.AX was created on 2014-12-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QUS.AX aims to track the performance of the S&P 500 Equal Weight Index (before fees and expenses). The Index provides exposure to 500 leading listed U.S. companies, with each holding in the index weighted equally. |
Top 3 holdings | BHP Group Ltd (38.78 %) Rio Tinto Ltd (7.91 %) | MODERNA INC (0.29 %) BIO-TECHNE CORP (0.27 %) ROBINHOOD MARKETS INC (0.25 %) |
Top 3 industries | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) |
Top 3 countries | Australia (95.00 %) United States (3.33 %) United Kingdom of Great Britain and Northern Ireland (0.97 %) | United States (98.80 %) Switzerland (0.41 %) Ireland (0.21 %) |
Management fee | 0.4 % | 0.29 % |
Key Summary
OZR | QUS | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX 200 Resources Index - AUD | S&P 500 Equal Weighted |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.29 % |
Price | $16.61 | $56.07 |
Size | $280.173 million | $1.164 billion |
10Y return | 125.99 % | 101.62 % |
Annual distribution yield (5Y) | 6.99 % | 2.94 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 19/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | QUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 44 | 86 |
Median incremental investment | $789.16 | $1,053.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,661.00 | $6,996.78 |
Average age group | > 35 | > 35 |
Pros and Cons
OZR | QUS | |
|---|---|---|
Pros |
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Cons |
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OZR | QUS |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |