Compare AU

Compare OZR vs. S3GO

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 Firetrail S3 Global Opps Fund (Managed Fund) (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

40

2

Median incremental investment

$764.16

$109.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$908.16

$4,947.60

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 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.

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 (38.83 %)

Woodside Energy Group Ltd (8.85 %)

Rio Tinto Ltd (8.22 %)

Apple Inc (6.74 %)

NVIDIA Corp (4.25 %)

Interactive Brokers Group Inc Class A (4.11 %)

Top 3 industries

Materials (81.41 %)

Energy (16.46 %)

Other (2.13 %)

Information Technology (28.30 %)

Financials (19.78 %)

Health Care (17.76 %)

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

$12.14

$6.68

Size

$174.715 million

N/A

10Y return

51.56 %

N/A

Annual distribution yield (5Y)

9.65 %

0.28 %

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

40

2

Median incremental investment

$764.16

$109.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$908.16

$4,947.60

Average age group

26 - 35

> 35


Pros and Cons

OZR

S3GO

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

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

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