Back
Compare AU
Compare OZR vs. STW
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 State Street SPDR S&P/ASX 200 Resources ETF (OZR) and the State Street SPDR S&P/ASX 200 ETF (STW). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 42 | 407 |
Median incremental investment | $793.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,295.14 | $5,162.35 |
Average age group | > 35 | > 35 |
Key Summary
OZR | STW | |
|---|---|---|
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 247.97m 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. | STW.AX was created on 2001-08-24 by State Street . The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 6281.65m in AUM and 203 holdings. The Investment Objective of State Street SPDR S&P/ASX 200 ETF is to match the performance of its Index before fees and other costs. |
Top 3 holdings | BHP Group Ltd (35.01 %) Woodside Energy Group Ltd (8.97 %) Rio Tinto Ltd (7.70 %) | Commonwealth Bank of Australia (11.01 %) BHP Group Ltd (9.69 %) Westpac Banking Corp (5.27 %) |
Top 3 industries | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) | Financials (54.95 %) Materials (16.65 %) Health Care (10.33 %) |
Top 3 countries | Australia (95.00 %) United States (3.33 %) United Kingdom of Great Britain and Northern Ireland (0.97 %) | Australia (95.26 %) United States (3.26 %) United Kingdom of Great Britain and Northern Ireland (0.54 %) |
Management fee | 0.4 % | 0 % |
Key Summary
OZR | STW | |
|---|---|---|
Issuer | SPDR | State Street |
Tracking index | S&P/ASX 200 Resources Index - AUD | S&P ASX 200 |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0 % |
Price | $16.82 | $78.90 |
Size | $242.969 million | $6.225 billion |
10Y return | 180.80 % | 68.19 % |
Annual distribution yield (5Y) | 7.07 % | 4.28 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 27/08/2001 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | STW | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 42 | 407 |
Median incremental investment | $793.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,295.14 | $5,162.35 |
Average age group | > 35 | > 35 |
Pros and Cons
OZR | STW | |
|---|---|---|
Pros |
|
|
Cons |
|
|
OZR | STW |
|---|---|
Lower exposure to AU market | Higher 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 |