Compare AU

Compare RBTZ vs. OZF

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Global Robotics and Artificial Intelligence ETF

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 BetaShares Global Robotics and Artificial Intelligence ETF (RBTZ) and the SPDR S&P/ASX 200 Financials Ex A-REIT Fund (OZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

RBTZ

OZF

Popularity

Low

Low

Pearlers invested

415

8

Median incremental investment

$793.50

$523.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,513.00

$1,012.20

Average age group

> 35

> 35


Key Summary

RBTZ

OZF

Strategy

RBTZ.AX was created on 2018-09-12 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. RBTZ.AX aims to track the performance of an index (before fees and expenses) that includes global companies involved in the production or use of robotics and artificial intelligence (A.l.) products and services.

OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 35.89m in AUM and 32 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index.

Top 3 holdings

NVIDIA CORP (12.43 %)

ABB LTD (9.74 %)

INTUITIVE SURGICAL INC (8.84 %)

Commonwealth Bank of Australia (31.02 %)

National Australia Bank Ltd (13.89 %)

Westpac Banking Corp (13.22 %)

Top 3 industries

Other (57.27 %)

Information Technology (27.35 %)

Health Care (9.40 %)

Financials (100.00 %)

Other (4.52 %)

Top 3 countries

United States (47.60 %)

Japan (30.01 %)

Switzerland (11.60 %)

Australia (99.41 %)

United States (0.59 %)

Management fee

0.57 %

0.4 %


Key Summary

RBTZ

OZF

Issuer

BetaShares

SPDR

Tracking index

Indxx Global Robotics & Artificial Intelligence Thematic Index

S&P/ASX 200 Financials Ex-A-REIT - AUD

Asset class

ETF

ETF

Management fee

0.57 %

0.4 %

Price

$15.10

$29.02

Size

$278.291 million

$44.595 million

10Y return

N/A

38.12 %

Annual distribution yield (5Y)

2.81 %

5.17 %

Market

ASX

ASX

First listed date

14/09/2018

13/04/2011

Purchase fee

$6.50

$6.50


Community Stats

RBTZ

OZF

Popularity

Low

Low

Pearlers invested

415

8

Median incremental investment

$793.50

$523.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,513.00

$1,012.20

Average age group

> 35

> 35


Pros and Cons

RBTZ

OZF

Pros

  • Higher exposure to US market

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

RBTZ

OZF

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

Lower distribution yield

Higher distribution yield

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