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Compare AU
Compare SFY 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 State Street SPDR S&P/ASX 50 ETF (SFY) 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
SFY | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 43 |
Median incremental investment | $993.50 | $789.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,370.08 | $1,364.44 |
Average age group | > 35 | > 35 |
Key Summary
SFY | OZR | |
|---|---|---|
Strategy | SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 759.21m in AUM and 52 holdings. The Investment Objective of State Street SPDR S&P/ASX 50 ETF is to match the performance of its Index before fees and other costs. | 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 263.81m in AUM and 55 holdings. 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 | Commonwealth Bank of Australia (13.67 %) BHP Group Ltd (12.83 %) Westpac Banking Corp (6.21 %) | BHP Group Ltd (36.01 %) Rio Tinto Ltd (8.17 %) Woodside Energy Group Ltd (7.69 %) |
Top 3 industries | Financials (54.94 %) Materials (16.65 %) Health Care (10.33 %) | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) |
Top 3 countries | Australia (97.44 %) United States (2.56 %) | Australia (95.00 %) United States (3.33 %) United Kingdom of Great Britain and Northern Ireland (0.97 %) |
Management fee | 0.2 % | 0.4 % |
Key Summary
SFY | OZR | |
|---|---|---|
Issuer | SPDR | SPDR |
Tracking index | S&P/ASX 50 Index - AUD | S&P/ASX 200 Resources Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.4 % |
Price | $77.35 | $17.69 |
Size | $754.818 million | $269.345 million |
10Y return | 53.59 % | 152.71 % |
Annual distribution yield (5Y) | 4.34 % | 7.07 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 43 |
Median incremental investment | $993.50 | $789.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,370.08 | $1,364.44 |
Average age group | > 35 | > 35 |
Pros and Cons
SFY | OZR | |
|---|---|---|
Pros |
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Cons |
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SFY | OZR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |