Compare AU

Compare REIT vs. OZXX

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

VanEck Ftse International Property (Aud Hedged) ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are REIT and OZXX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

REIT

OZXX

Popularity

Low

Low

Pearlers invested

104

3

Median incremental investment

$835.75

$504.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,131.00

$1,102.10

Average age group

26 - 35

> 35


Key Summary

REIT

OZXX

Strategy

REIT.AX was created on 2019-03-29 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. REIT.AX seeks to provide investors with access to a diversified portfolio of international property securities

N/A

Top 3 holdings

Prologis Inc (6.60 %)

Equinix Inc (6.21 %)

Welltower Inc (5.31 %)

Global X Australia Ex Financials & Resources ETF (100 %)

Top 3 industries

Real Estate (100.00 %)

Other (8.61 %)

Top 3 countries

United States (73.96 %)

Japan (5.45 %)

Singapore (3.61 %)

Management fee

0.43 %

0 %


Key Summary

REIT

OZXX

Issuer

VanEck

Tracking index

FTSE EPRA NAREIT Developed ex Australia Rental Hedged to AUD Index - AUD

Asset class

ETF

Stock

Management fee

0.43 %

0 %

Price

$15.60

$10.70

Size

$465.541 million

N/A

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

4.17 %

1.39 %

Market

ASX

ASX

First listed date

02/04/2019

12/04/2023

Purchase fee

$6.50

$6.50


Community Stats

REIT

OZXX

Popularity

Low

Low

Pearlers invested

104

3

Median incremental investment

$835.75

$504.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,131.00

$1,102.10

Average age group

26 - 35

> 35


Pros and Cons

REIT

OZXX

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

REIT

OZXX

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Lower price growth

Higher price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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