Compare AU

Compare OZR vs. XCO2

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, shares and ETFs are a popular choice. Two options in the ASX are OZR and XCO2. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

OZR

XCO2

Popularity

Low

Low

Pearlers invested

38

17

Median incremental investment

$764.16

$820.00

Median investment frequency

Monthly

Monthly

Median total investment

$905.02

$1,227.60

Average age group

26 - 35

26 - 35


Key Summary

OZR

XCO2

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.

XCO2.AX was created on 2022-10-11 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. VanEck Global Carbon Credits ETF (Synthetic) gives investors exposure to the price of carbon as reflected in futures markets

Top 3 holdings

BHP Group Ltd (38.77 %)

VanEck Global Carbon Credits ETF (Synthetic) (100 %)

Top 3 industries

Materials (81.03 %)

Other (13.41 %)

Energy (5.56 %)

Top 3 countries

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

Management fee

0.4 %

0.45 %


Key Summary

OZR

XCO2

Issuer

SPDR

VanEck

Tracking index

S&P/ASX 200 Resources Index - AUD

ICE Global Carbon Futures Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.4 %

0.45 %

Price

$12.23

$19.80

Size

$154.200 million

$3.083 million

10Y return

44.73 %

N/A

Annual distribution/β€Šdividend yield (5Y)

9.77 %

0.45 %

Market

ASX

ASX

First listed date

13/04/2011

12/10/2022

Purchase fee

$6.50

$6.50


Community Stats

OZR

XCO2

Popularity

Low

Low

Pearlers invested

38

17

Median incremental investment

$764.16

$820.00

Median investment frequency

Monthly

Monthly

Median total investment

$905.02

$1,227.60

Average age group

26 - 35

26 - 35


Pros and Cons

OZR

XCO2

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

OZR

XCO2

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

Home