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Compare T3MP 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 Jpmorgan Climate Change Solutions Active ETF (T3MP) 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
T3MP | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 34 |
Median incremental investment | $567.50 | $789.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $575.46 | $867.10 |
Average age group | < 26 | 26 - 35 |
Key Summary
T3MP | OZR | |
|---|---|---|
Strategy | T3MP.AX was created on 2022-11-28 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to achieve a return through investing in equity securities of companies with exposure to the theme of climate change solutions. | 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 164.85m in AUM and 48 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 | SSE PLC (4.55 %) Trane Technologies PLC Class A (4.52 %) Quanta Services Inc (4.50 %) | BHP Group Ltd (36.65 %) |
Top 3 industries | Industrials (61.18 %) Utilities (31.58 %) Consumer Discretionary (9.68 %) | Materials (82.13 %) Energy (15.57 %) Other (2.30 %) |
Top 3 countries | United States (41.52 %) France (12.60 %) Japan (7.95 %) | Australia (96.95 %) United States (2.57 %) China (0.48 %) |
Management fee | 0.55 % | 0.4 % |
Key Summary
T3MP | OZR | |
|---|---|---|
Issuer | JPMorgan | SPDR |
Tracking index | MSCI All Country World Index - Benchmark TR Net | S&P/ASX 200 Resources Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.4 % |
Price | $63.94 | $11.76 |
Size | N/A | $165.479 million |
10Y return | N/A | 37.54 % |
Annual distribution yield (5Y) | 0.34 % | 10.11 % |
Market | ASX | ASX |
First listed date | 08/12/2022 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
T3MP | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 34 |
Median incremental investment | $567.50 | $789.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $575.46 | $867.10 |
Average age group | < 26 | 26 - 35 |
Pros and Cons
T3MP | OZR | |
|---|---|---|
Pros |
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Cons |
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T3MP | 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 |