Compare AU
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, 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 Russell Investments Australian Select Corporate Bond ETF (RCB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | RCB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 40 | 9 |
Median incremental investment | $764.16 | $1,200.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $917.10 | $4,394.88 |
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 158.4m 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. | 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 (38.83 %) Woodside Energy Group Ltd (8.85 %) Rio Tinto Ltd (8.22 %) | Westpac Banking Corp. 5% (14.25 %) National Australia Bank Ltd. 4.95% (13.06 %) Commonwealth Bank of Australia 4.9% (11.68 %) |
Top 3 industries | Materials (81.09 %) Energy (16.71 %) Other (2.20 %) | |
Top 3 countries | ||
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 | $12.31 | $20.16 |
Size | $174.715 million | $283.625 million |
10Y return | 47.43 % | -1.75 % |
Annual distribution yield (5Y) | 9.65 % | 2.22 % |
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 | 40 | 9 |
Median incremental investment | $764.16 | $1,200.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $917.10 | $4,394.88 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
OZR | RCB | |
|---|---|---|
Pros |
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Cons |
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OZR | RCB |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |