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Compare QRE vs. OZR
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 Betashares Australian Resources Sector ETF (QRE) and the SPDR S&P/ASX 200 Resources ETF (OZR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
QRE | OZR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 85 | 34 |
Median incremental investment | $993.50 | $789.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,785.77 | $853.33 |
Average age group | > 35 | 26 - 35 |
Key Summary
QRE | OZR | |
---|---|---|
Strategy | QRE.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 354.23m in AUM and 42 holdings. QRE.AX aims to track the performance an index (before fees and expenses) comprising the largest ASX-listed companies in the resources sector, including BHP, Rio Tinto, Woodside Petroleum and more. | 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 157.91m in AUM and 48 holdings. The SPDR S&P/ASX 200 Resources ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Resources Index. |
Top 3 holdings | S&P/ASX 200 R IDX SEP25 (0 %) BHP GROUP LTD (36.56 %) WOODSIDE ENERGY GROUP LTD (10.00 %) | BHP Group Ltd (36.06 %) Woodside Energy Group Ltd (9.57 %) Rio Tinto Ltd (7.56 %) |
Top 3 industries | Materials (72.83 %) Energy (18.84 %) Other (4.76 %) | Materials (76.80 %) Other (16.97 %) Energy (6.23 %) |
Top 3 countries | Australia (97.20 %) United States (2.39 %) China (0.41 %) | Australia (96.95 %) United States (2.57 %) China (0.48 %) |
Management fee | 0.34 % | 0.4 % |
Key Summary
QRE | OZR | |
---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | Solactive Australia Resources Sector Index - AUD - Benchmark TR Gross | S&P/ASX 200 Resources Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.4 % |
Price | $6.77 | $11.73 |
Size | $322.877 million | $140.057 million |
10Y return | 55.99 % | 50.19 % |
Annual distribution yield (5Y) | 6.15 % | 6.83 % |
Market | ASX | ASX |
First listed date | 15/12/2010 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QRE | OZR | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 85 | 34 |
Median incremental investment | $993.50 | $789.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,785.77 | $853.33 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QRE | OZR | |
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Pros |
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Cons |
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QRE | OZR |
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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 |
Lower distribution yield | Higher distribution yield |