Compare AU

Compare OZR vs. TECH

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 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

39

179

Median incremental investment

$764.16

$710.00

Median investment frequency

Monthly

Monthly

Median total investment

$897.62

$2,368.80

Average age group

26 - 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 154.88m 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.

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 (38.41 %)

Woodside Energy Group Ltd (9.17 %)

Rio Tinto Ltd (8.48 %)

Sony Group Corp (4.32 %)

Zscaler Inc (4.23 %)

Vontier Corp Ordinary Shares (4.18 %)

Top 3 industries

Materials (81.04 %)

Energy (16.94 %)

Other (2.02 %)

Information Technology (49.31 %)

Industrials (30.05 %)

Consumer Discretionary (10.59 %)

Top 3 countries

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

United States (76.16 %)

Netherlands (7.48 %)

Japan (5.55 %)

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

$12.13

$118.44

Size

$152.363 million

$376.962 million

10Y return

40.88 %

N/A

Annual distribution yield (5Y)

9.77 %

7.45 %

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

39

179

Median incremental investment

$764.16

$710.00

Median investment frequency

Monthly

Monthly

Median total investment

$897.62

$2,368.80

Average age group

26 - 35

> 35


Pros and Cons

OZR

TECH

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

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

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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