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Compare REIT 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 VanEck Ftse International Property (Aud Hedged) ETF (REIT) and the State Street 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
REIT | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 104 | 42 |
Median incremental investment | $993.50 | $784.81 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,273.00 | $1,373.68 |
Average age group | 26 - 35 | > 35 |
Key Summary
REIT | OZR | |
|---|---|---|
Strategy | REIT.AX was created on 2019-03-29 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. The ETF currently has 684.53m in AUM and 312 holdings. REIT.AX seeks to provide investors with access to a diversified portfolio of international property securities | OZR.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The State Street 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 | Welltower Inc (8.06 %) Prologis Inc (7.20 %) Equinix Inc (5.85 %) | BHP Group Ltd (36.08 %) Rio Tinto Ltd (8.21 %) Woodside Energy Group Ltd (8.18 %) |
Top 3 industries | Real Estate (100.00 %) Other (5.82 %) | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) |
Top 3 countries | United States (72.00 %) Japan (5.79 %) Singapore (3.61 %) | Australia (95.00 %) United States (3.33 %) United Kingdom of Great Britain and Northern Ireland (0.97 %) |
Management fee | 0.43 % | 0.4 % |
Key Summary
REIT | OZR | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | FTSE EPRA NAREIT Developed ex Australia Rental Hedged to AUD Index - AUD | S&P/ASX 200 Resources Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.43 % | 0.4 % |
Price | $16.75 | $17.84 |
Size | $700.307 million | $263.977 million |
10Y return | N/A | 176.16 % |
Annual distribution yield (5Y) | 4.23 % | 7.07 % |
Market | ASX | ASX |
First listed date | 02/04/2019 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
REIT | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 104 | 42 |
Median incremental investment | $993.50 | $784.81 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,273.00 | $1,373.68 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
REIT | OZR | |
|---|---|---|
Pros |
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Cons |
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REIT | 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 |
Lower distribution yield | Higher distribution yield |