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Compare S3GO 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 Firetrail S3 Global Opps Fund - Active ETF (S3GO) 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
S3GO | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 36 |
Median incremental investment | $283.50 | $789.16 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,492.95 | $1,113.42 |
Average age group | > 35 | 26 - 35 |
Key Summary
S3GO | OZR | |
|---|---|---|
Strategy | S3GO.AX was created on 2021-11-03 by Firetraill. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the MSCI World Net Total Return Index over the long term (after fees). | 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 (7.22 %) Apple Inc (5.31 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.30 %) | BHP Group Ltd (33.62 %) |
Top 3 industries | Information Technology (25.44 %) Financials (21.39 %) Industrials (17.29 %) | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) |
Top 3 countries | United States (70.40 %) France (5.03 %) Netherlands (4.75 %) | Australia (96.95 %) United States (2.57 %) China (0.48 %) |
Management fee | 0.72 % | 0.4 % |
Key Summary
S3GO | OZR | |
|---|---|---|
Issuer | Firetraill | SPDR |
Tracking index | S&P/ASX 200 Resources Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.72 % | 0.4 % |
Price | $6.83 | $14.46 |
Size | N/A | $197.738 million |
10Y return | N/A | 125.94 % |
Annual distribution yield (5Y) | 3.83 % | 7.11 % |
Market | ASX | ASX |
First listed date | 10/10/2022 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
S3GO | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 36 |
Median incremental investment | $283.50 | $789.16 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $2,492.95 | $1,113.42 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
S3GO | OZR | |
|---|---|---|
Pros |
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Cons |
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S3GO | 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 |