Compare AU

Compare OZR vs. UYLD

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 S&P 500 Covered Call ETF (UYLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZR

UYLD

Popularity

Low

Low

Pearlers invested

38

5

Median incremental investment

$764.16

$1,165.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$905.02

$3,102.12

Average age group

26 - 35

> 35


Key Summary

OZR

UYLD

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 153.11m 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.

UYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Cboe S&P 500 BuyWrite Index.

Top 3 holdings

BHP Group Ltd (38.77 %)

Apple Inc (6.98 %)

Microsoft Corp (6.10 %)

NVIDIA Corp (6.08 %)

Top 3 industries

Materials (81.03 %)

Other (13.41 %)

Energy (5.56 %)

Information Technology (58.23 %)

Consumer Discretionary (17.71 %)

Communication Services (14.38 %)

Top 3 countries

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

United States (99.39 %)

Switzerland (0.28 %)

Netherlands (0.13 %)

Management fee

0.4 %

0.6 %


Key Summary

OZR

UYLD

Issuer

SPDR

Global X

Tracking index

S&P/ASX 200 Resources Index - AUD

CBOE S&P 500 BuyWrite Index

Asset class

ETF

ETF

Management fee

0.4 %

0.6 %

Price

$12.23

$12.31

Size

$154.200 million

$7.319 million

10Y return

44.73 %

N/A

Annual distribution yield (5Y)

9.77 %

2.96 %

Market

ASX

ASX

First listed date

13/04/2011

31/01/2023

Purchase fee

$6.50

$6.50


Community Stats

OZR

UYLD

Popularity

Low

Low

Pearlers invested

38

5

Median incremental investment

$764.16

$1,165.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$905.02

$3,102.12

Average age group

26 - 35

> 35


Pros and Cons

OZR

UYLD

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

UYLD

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

Home