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Compare PGA1 vs. OZF
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are PGA1 and OZF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
PGA1 | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 19 |
Median incremental investment | $3,941.50 | $528.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,166.46 | $1,073.38 |
Average age group | > 35 | > 35 |
Key Summary
PGA1 | OZF | |
|---|---|---|
Strategy | PGA1.AX was created on 2024-11-25 by Plato. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over a rolling 5-year basis | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 42.25m in AUM and 34 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index. |
Top 3 holdings | Plato Global Alpha Fund Complex ETF (100 %) | Commonwealth Bank of Australia (31.40 %) Westpac Banking Corp (14.27 %) National Australia Bank Ltd (13.86 %) |
Top 3 industries | Financials (100.00 %) Other (3.18 %) | |
Top 3 countries | Australia (99.41 %) United States (0.59 %) | |
Management fee | 0 % | 0.4 % |
Key Summary
PGA1 | OZF | |
|---|---|---|
Issuer | Plato | SPDR |
Tracking index | MSCI World Index | S&P/ASX 200 Financials Ex-A-REIT - AUD |
Asset class | ETF | ETF |
Management fee | 0 % | 0.4 % |
Price | $13.69 | $31.57 |
Size | N/A | $43.053 million |
10Y return | N/A | 60.09 % |
Annual dividend/ distribution yield (5Y) | 0.01 % | 3.86 % |
Market | ASX | ASX |
First listed date | 24/11/2024 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
PGA1 | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 19 |
Median incremental investment | $3,941.50 | $528.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,166.46 | $1,073.38 |
Average age group | > 35 | > 35 |
Pros and Cons
PGA1 | OZF | |
|---|---|---|
Pros |
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Cons |
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PGA1 | OZF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |