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Compare OZR vs. RCB
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are OZR and RCB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
OZR | RCB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 9 |
Median incremental investment | $789.16 | $648.24 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,237.39 | $3,699.54 |
Average age group | 26 - 35 | > 35 |
Key Summary
OZR | RCB | |
|---|---|---|
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 200.08m in AUM and 51 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. | RCB.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide a total return before costs and tax, in line with DBIQ 0-4 year Investment Grade Australian Corporate Bond Index over the long term |
Top 3 holdings | BHP Group Ltd (34.83 %) Rio Tinto Ltd (7.59 %) Woodside Energy Group Ltd (6.34 %) | Russell Investments Australian Select Corporate Bond ETF (100 %) |
Top 3 industries | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) | |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | |
Management fee | 0.4 % | 0.28 % |
Key Summary
OZR | RCB | |
|---|---|---|
Issuer | SPDR | Russell |
Tracking index | S&P/ASX 200 Resources Index - AUD | DBIQ 0-4 year Investment Grade Australian Corporate Bond Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.28 % |
Price | $16.39 | $19.93 |
Size | $208.524 million | $329.177 million |
10Y return | 223.27 % | -1.73 % |
Annual distribution/ dividend yield (5Y) | 7.07 % | 2.68 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 13/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | RCB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 9 |
Median incremental investment | $789.16 | $648.24 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,237.39 | $3,699.54 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
OZR | RCB | |
|---|---|---|
Pros |
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Cons |
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OZR | RCB |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |