Compare AU
Compare OZR vs. ROBO
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 Global X Robo Global Robotics & Automation ETF (ROBO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | ROBO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 525 |
Median incremental investment | $789.16 | $639.76 |
Median investment frequency | Monthly | Monthly |
Median total investment | $838.10 | $1,131.60 |
Average age group | 26 - 35 | > 35 |
Key Summary
OZR | ROBO | |
|---|---|---|
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. | ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 235.79m in AUM and 78 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global Robotics and Automation Index (the Index) |
Top 3 holdings | BHP Group Ltd (39.24 %) | Harmonic Drive Systems Inc (3.68 %) Fanuc Corp (1.99 %) Hiwin Technologies Corp (1.97 %) |
Top 3 industries | Materials (81.28 %) Energy (16.64 %) Other (2.08 %) | Industrials (74.22 %) Information Technology (16.49 %) Consumer Staples (15.08 %) |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | United States (42.78 %) Japan (18.81 %) Taiwan (8.37 %) |
Management fee | 0.4 % | 0.82 % |
Key Summary
OZR | ROBO | |
|---|---|---|
Issuer | SPDR | Global X |
Tracking index | S&P/ASX 200 Resources Index - AUD | ROBO Global Robotics and Automation TR Index |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.82 % |
Price | $11.56 | $75.44 |
Size | $144.890 million | $232.782 million |
10Y return | 38.61 % | N/A |
Annual distribution yield (5Y) | 9.77 % | 3.87 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 14/09/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | ROBO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 525 |
Median incremental investment | $789.16 | $639.76 |
Median investment frequency | Monthly | Monthly |
Median total investment | $838.10 | $1,131.60 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
OZR | ROBO | |
|---|---|---|
Pros |
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Cons |
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OZR | ROBO |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |