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Compare OZR vs. S3GO
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 ETF (OZR) and the Firetrail S3 Global Opps Fund - Active ETF (S3GO). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | S3GO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 5 |
Median incremental investment | $789.16 | $283.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,093.40 | $2,507.55 |
Average age group | 26 - 35 | > 35 |
Key Summary
OZR | S3GO | |
|---|---|---|
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 164.21m in AUM and 50 holdings. The 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. | S3GO.AX was created on 2021-11-03 by Firetraill. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the MSCI World Net Total Return Index over the long term (after fees). |
Top 3 holdings | BHP Group Ltd (34.46 %) Rio Tinto Ltd (7.66 %) | NVIDIA Corp (7.22 %) Apple Inc (5.31 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.30 %) |
Top 3 industries | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) | Information Technology (25.44 %) Financials (21.39 %) Industrials (17.29 %) |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | United States (70.40 %) France (5.03 %) Netherlands (4.75 %) |
Management fee | 0.4 % | 0.72 % |
Key Summary
OZR | S3GO | |
|---|---|---|
Issuer | SPDR | Firetraill |
Tracking index | S&P/ASX 200 Resources Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.72 % |
Price | $14.36 | $6.88 |
Size | $162.095 million | N/A |
10Y return | 119.24 % | N/A |
Annual distribution yield (5Y) | 7.11 % | 3.83 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 10/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | S3GO | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 36 | 5 |
Median incremental investment | $789.16 | $283.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,093.40 | $2,507.55 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
OZR | S3GO | |
|---|---|---|
Pros |
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Cons |
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OZR | S3GO |
|---|---|
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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |