Compare AU
Compare RINC vs. OZF
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are RINC and OZF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
RINC | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 8 |
Median incremental investment | $1,094.28 | $521.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $170.43 | $1,138.79 |
Average age group | 26 - 35 | > 35 |
Key Summary
RINC | OZF | |
|---|---|---|
Strategy | RINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation. | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 46.33m 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 | BetaShares Mrtn Currie Rl Inc Fund (Managed Fund) (100 %) | Commonwealth Bank of Australia (30.73 %) National Australia Bank Ltd (13.71 %) Westpac Banking Corp (13.39 %) |
Top 3 industries | Financials (100.00 %) Other (4.52 %) | |
Top 3 countries | Australia (67.74 %) New Zealand (11.82 %) United States (6.44 %) | Australia (99.41 %) United States (0.59 %) |
Management fee | 0.85 % | 0.4 % |
Key Summary
RINC | OZF | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | S&P ASX 200 | S&P/ASX 200 Financials Ex-A-REIT - AUD |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.4 % |
Price | $8.97 | $28.83 |
Size | $49.502 million | $58.749 million |
10Y return | N/A | 33.04 % |
Annual dividend/ distribution yield (5Y) | 4.14 % | 5.17 % |
Market | ASX | ASX |
First listed date | 19/02/2018 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RINC | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 8 |
Median incremental investment | $1,094.28 | $521.75 |
Median investment frequency | Monthly | Monthly |
Median total investment | $170.43 | $1,138.79 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
RINC | OZF | |
|---|---|---|
Pros |
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Cons |
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RINC | 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 |