Compare AU
Compare OZR vs. USD
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 Fund (OZR) and the BetaShares U.S. Dollar ETF (USD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZR | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 4 |
Median incremental investment | $789.16 | $1,934.04 |
Median investment frequency | Monthly | Monthly |
Median total investment | $838.10 | $1,275.75 |
Average age group | 26 - 35 | > 35 |
Key Summary
OZR | USD | |
|---|---|---|
Strategy | OZR.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 144.05m in AUM and 49 holdings. The SPDR S&P/ASX 200 Resources Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Resources Index. | USD.AX was created on 2011-01-31 by BetaShares. The fund's investment portfolio concentrates primarily on long usd, short aud currency. USD.AX aims to track the performance of the U.S. dollar against the Australian dollar (before fees and expenses). If the U.S. dollar goes up 10% against the A$ the Fund is designed to go up 10% too, before fees and expenses. Conversely, the Fund will go down if the U.S. dollar falls. |
Top 3 holdings | BHP Group Ltd (39.24 %) | AUD - AUSTRALIA DOLLAR (0.00 %) |
Top 3 industries | Materials (81.28 %) Energy (16.64 %) Other (2.08 %) | Other (99.98 %) Communication Services (0.00 %) |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | |
Management fee | 0.4 % | 0.45 % |
Key Summary
OZR | USD | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX 200 Resources Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.45 % |
Price | $11.56 | $15.75 |
Size | $144.890 million | $86.395 million |
10Y return | 38.61 % | 22.47 % |
Annual distribution yield (5Y) | 9.77 % | 1.74 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 01/02/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZR | USD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 38 | 4 |
Median incremental investment | $789.16 | $1,934.04 |
Median investment frequency | Monthly | Monthly |
Median total investment | $838.10 | $1,275.75 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
OZR | USD | |
|---|---|---|
Pros |
| |
Cons |
|
OZR | USD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |