Compare AU

Compare VBTC vs. OZF

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

VanEck Bitcoin ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are VBTC and OZF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

VBTC

OZF

Popularity

Low

Low

Pearlers invested

175

8

Median incremental investment

$1,096.75

$523.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,851.56

$1,013.95

Average age group

> 35

> 35


Key Summary

VBTC

OZF

Strategy

VBTC.AX was created on 2024-06-18 by VanEck. The fund's investment portfolio concentrates primarily on long btc, short usd currency. The fund aims to provide a return that tracks the performance of the price of Bitcoin, before fees and other costs.

OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 46.33m in AUM and 32 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index.

Top 3 holdings

VanEck Bitcoin ETF (100 %)

Commonwealth Bank of Australia (31.02 %)

National Australia Bank Ltd (13.89 %)

Westpac Banking Corp (13.22 %)

Top 3 industries

Financials (100.00 %)

Other (4.52 %)

Top 3 countries

Australia (99.41 %)

United States (0.59 %)

Management fee

0.59 %

0.4 %


Key Summary

VBTC

OZF

Issuer

VanEck

SPDR

Tracking index

MarketVector Bitcoin Benchmark Rate - USD - Benchmark TR Net

S&P/ASX 200 Financials Ex-A-REIT - AUD

Asset class

ETF

ETF

Management fee

0.59 %

0.4 %

Price

$32.04

$28.97

Size

$186.268 million

$59.452 million

10Y return

N/A

39.08 %

Annual dividend/β€Šdistribution yield (5Y)

- %

5.17 %

Market

ASX

ASX

First listed date

19/06/2024

13/04/2011

Purchase fee

$6.50

$6.50


Community Stats

VBTC

OZF

Popularity

Low

Low

Pearlers invested

175

8

Median incremental investment

$1,096.75

$523.50

Median investment frequency

Monthly

Monthly

Median total investment

$2,851.56

$1,013.95

Average age group

> 35

> 35


Pros and Cons

VBTC

OZF

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

VBTC

OZF

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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