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Compare AU
Compare QYLD 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 Global X Nasdaq 100 Covered Call Complex ETF (QYLD) 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
QYLD | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 23 | 36 |
Median incremental investment | $1,118.50 | $789.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,598.80 | $1,105.72 |
Average age group | > 35 | 26 - 35 |
Key Summary
QYLD | OZR | |
|---|---|---|
Strategy | QYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on large cap equity. Each Fund aims to provide investors with a return (before fees and other costs) that tracks the performance of the relevant Index. | 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 164.21m in AUM and 50 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 | NVIDIA Corp (10.44 %) Apple Inc (8.83 %) Microsoft Corp (8.30 %) | BHP Group Ltd (34.46 %) Rio Tinto Ltd (7.66 %) |
Top 3 industries | Information Technology (61.38 %) Communication Services (17.97 %) Consumer Discretionary (15.85 %) | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) |
Top 3 countries | United States (97.34 %) Netherlands (0.82 %) Brazil (0.69 %) | Australia (96.95 %) United States (2.57 %) China (0.48 %) |
Management fee | 0.6 % | 0.4 % |
Key Summary
QYLD | OZR | |
|---|---|---|
Issuer | Global X | SPDR |
Tracking index | Cboe Nasdaq 100 Half BuyWrite V2 Index | S&P/ASX 200 Resources Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.6 % | 0.4 % |
Price | $11.42 | $14.36 |
Size | $22.376 million | $162.095 million |
10Y return | N/A | 119.24 % |
Annual distribution yield (5Y) | 7.57 % | 7.11 % |
Market | ASX | ASX |
First listed date | 31/01/2023 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QYLD | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 23 | 36 |
Median incremental investment | $1,118.50 | $789.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,598.80 | $1,105.72 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
QYLD | OZR | |
|---|---|---|
Pros |
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Cons |
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QYLD | OZR |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |