Back
Compare AU
Compare VAF 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 Vanguard Australian Fixed Interest Index ETF (VAF) 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
VAF | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 304 | 37 |
Median incremental investment | $1,004.48 | $853.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,093.40 | $976.80 |
Average age group | > 35 | 26 - 35 |
Key Summary
VAF | OZR | |
|---|---|---|
Strategy | VAF.AX was created on 2012-10-29 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 6.98m in AUM and 789 holdings. Vanguard Australian Fixed Interest Index ETF seeks to track the return of the Bloomberg AusBond Composite 0+ Yr Index before taking into account fees, expenses and tax. | 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 151.25m in AUM and 47 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 | Australia Government Bond 4.25 2026-04-21 (2.95 %) Australia Government Bond 3.25 2025-04-21 (2.84 %) Australia Government Bond 0.25 2024-11-21 (2.73 %) | BHP Group Ltd (37.67 %) Woodside Energy Group Ltd (8.88 %) Rio Tinto Ltd (7.47 %) |
Top 3 industries | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) | |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | |
Management fee | 0.1 % | 0.4 % |
Key Summary
VAF | OZR | |
|---|---|---|
Issuer | Vanguard | SPDR |
Tracking index | Bloomberg AusBond Composite 0+ Yr Index - AUD | S&P/ASX 200 Resources Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.4 % |
Price | $46.52 | $13.20 |
Size | $6.948 million | $154.062 million |
10Y return | -7.16 % | 83.33 % |
Annual distribution yield (5Y) | 2.18 % | 7.11 % |
Market | ASX | ASX |
First listed date | 31/10/2012 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VAF | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 304 | 37 |
Median incremental investment | $1,004.48 | $853.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,093.40 | $976.80 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VAF | OZR | |
|---|---|---|
Pros |
|
|
Cons |
|
|
VAF | OZR |
|---|---|
Lower exposure to AU market | Higher 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 |