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Compare OZR vs. TECH
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 Global X Morningstar Global Technology ETF (TECH). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | TECH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 41 | 207 |
Median incremental investment | $853.31 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,363.67 | $1,637.42 |
Average age group | > 35 | > 35 |
Key Summary
OZR | TECH | |
|---|---|---|
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 247.04m 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. | The Global X Morningstar Global Technology ETF (TECH: ASX) seeks to track the performance of the Morningstar Developed Markets Technology Moat Focus Index before considering any fees, expenses, or taxes. |
Top 3 holdings | BHP Group Ltd (36.67 %) Rio Tinto Ltd (7.66 %) | Infineon Technologies AG (6.11 %) Sensata Technologies Holding PLC (5.11 %) Marvell Technology Inc (4.82 %) |
Top 3 industries | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) | Information Technology (79.96 %) Financials (10.64 %) Industrials (9.70 %) |
Top 3 countries | Australia (95.00 %) United States (3.33 %) United Kingdom of Great Britain and Northern Ireland (0.97 %) | United States (62.10 %) Netherlands (9.59 %) Germany (6.87 %) |
Management fee | 0.4 % | 0.45 % |
Key Summary
OZR | TECH | |
|---|---|---|
Issuer | SPDR | Global X |
Tracking index | S&P/ASX 200 Resources Index - AUD | Morningstar Developed Markets Technology Moat Focus Index - USD |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.45 % |
Price | $17.71 | $86.08 |
Size | $262.796 million | $271.642 million |
10Y return | 172.04 % | N/A |
Annual distribution yield (5Y) | 7.07 % | 6.51 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 11/04/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | TECH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 41 | 207 |
Median incremental investment | $853.31 | $743.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,363.67 | $1,637.42 |
Average age group | > 35 | > 35 |
Pros and Cons
OZR | TECH | |
|---|---|---|
Pros |
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Cons |
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OZR | TECH |
|---|---|
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 |