Compare AU
Compare OZR vs. ZYAU
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 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 |
|
|
Cons |
|
|
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 |