Compare AU

Compare OZR vs. QUS

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 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

39

71

Median incremental investment

$764.16

$1,025.00

Median investment frequency

Monthly

Monthly

Median total investment

$897.62

$4,147.22

Average age group

26 - 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 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.

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 (38.41 %)

Woodside Energy Group Ltd (9.17 %)

Rio Tinto Ltd (8.48 %)

PALANTIR TECHNOLOGIES INC (0.31 %)

TAPESTRY INC (0.27 %)

CONSTELLATION ENERGY CORP (0.27 %)

Top 3 industries

Materials (81.04 %)

Energy (16.94 %)

Other (2.02 %)

Industrials (15.46 %)

Financials (14.55 %)

Information Technology (13.49 %)

Top 3 countries

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

United States (98.60 %)

Switzerland (0.39 %)

United Kingdom of Great Britain and Northern Ireland (0.39 %)

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

$12.13

$53.86

Size

$152.363 million

$774.802 million

10Y return

40.88 %

100.37 %

Annual distribution yield (5Y)

9.77 %

4.92 %

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

39

71

Median incremental investment

$764.16

$1,025.00

Median investment frequency

Monthly

Monthly

Median total investment

$897.62

$4,147.22

Average age group

26 - 35

> 35


Pros and Cons

OZR

QUS

Pros

  • Higher exposure to AU market

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower exposure to AU market

  • Lower distribution yield

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

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