Compare AU

Compare OZR vs. ZYAU

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/ASX 200 High Dividend ETF (ZYAU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

OZR

ZYAU

Popularity

Low

Low

Pearlers invested

39

97

Median incremental investment

$764.16

$665.43

Median investment frequency

Monthly

Monthly

Median total investment

$898.36

$1,560.78

Average age group

26 - 35

> 35


Key Summary

OZR

ZYAU

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.

ZYAU.AX was created on 2015-06-09 by Global X. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Global X S&P/ASX 200 High Dividend ETF (ZYAU.AX) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P/ASX 200 High Dividend Index.

Top 3 holdings

BHP Group Ltd (38.41 %)

Woodside Energy Group Ltd (9.17 %)

Rio Tinto Ltd (8.48 %)

Westpac Banking Corp (10.18 %)

ANZ Group Holdings Ltd (10.12 %)

National Australia Bank Ltd (10.11 %)

Top 3 industries

Materials (81.04 %)

Energy (16.94 %)

Other (2.02 %)

Financials (48.66 %)

Materials (28.50 %)

Other (11.25 %)

Top 3 countries

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

Australia (98.04 %)

United Kingdom of Great Britain and Northern Ireland (1.29 %)

New Zealand (0.67 %)

Management fee

0.4 %

0.24 %


Key Summary

OZR

ZYAU

Issuer

SPDR

Global X

Tracking index

S&P/ASX 200 Resources Index - AUD

S&P/ASX 200 High Dividend Index - AUD - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.4 %

0.24 %

Price

$12.13

$8.97

Size

$152.363 million

$76.111 million

10Y return

40.88 %

N/A

Annual distribution yield (5Y)

9.77 %

6.79 %

Market

ASX

ASX

First listed date

13/04/2011

12/06/2015

Purchase fee

$6.50

$6.50


Community Stats

OZR

ZYAU

Popularity

Low

Low

Pearlers invested

39

97

Median incremental investment

$764.16

$665.43

Median investment frequency

Monthly

Monthly

Median total investment

$898.36

$1,560.78

Average age group

26 - 35

> 35


Pros and Cons

OZR

ZYAU

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

  • Lower management fee

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower exposure to US market

  • Lower price growth

  • Lower distribution yield

OZR

ZYAU

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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