Compare AU

Compare SPY vs. OZR

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

SPDR S&P 500 ETF Trust

ASX

Buy

Buy

Overview
Performance

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 SPDR S&P 500 ETF Trust (SPY) and the SPDR S&P/ASX 200 Resources Fund (OZR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

SPY

OZR

Popularity

Low

Low

Pearlers invested

210

40

Median incremental investment

$1,192.75

$764.16

Median investment frequency

Monthly

Monthly

Median total investment

$2,838.78

$928.27

Average age group

26 - 35

26 - 35


Key Summary

SPY

OZR

Strategy

SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index (the Index).

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 158.4m in AUM and 49 holdings. The SPDR S&P/ASX 200 Resources Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Resources Index.

Top 3 holdings

Apple Inc (7.00 %)

NVIDIA Corp (6.60 %)

Microsoft Corp (6.23 %)

BHP Group Ltd (38.83 %)

Woodside Energy Group Ltd (8.85 %)

Rio Tinto Ltd (8.22 %)

Top 3 industries

Information Technology (61.49 %)

Consumer Discretionary (16.26 %)

Communication Services (12.67 %)

Materials (81.41 %)

Energy (16.46 %)

Other (2.13 %)

Top 3 countries

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.12 %)

Australia (96.95 %)

United States (2.57 %)

China (0.48 %)

Management fee

0.0945 %

0.4 %


Key Summary

SPY

OZR

Issuer

SPDR

SPDR

Tracking index

S&P 500

S&P/ASX 200 Resources Index - AUD

Asset class

ETF

ETF

Management fee

0.0945 %

0.4 %

Price

$945.85

$12.46

Size

$958.570 billion

$174.715 million

10Y return

287.56 %

56.53 %

Annual distribution yield (5Y)

1.31 %

9.65 %

Market

ASX

ASX

First listed date

13/10/2014

13/04/2011

Purchase fee

$6.50

$6.50


Community Stats

SPY

OZR

Popularity

Low

Low

Pearlers invested

210

40

Median incremental investment

$1,192.75

$764.16

Median investment frequency

Monthly

Monthly

Median total investment

$2,838.78

$928.27

Average age group

26 - 35

26 - 35


Pros and Cons

SPY

OZR

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

SPY

OZR

Lower exposure to AU market

Higher exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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