Compare AU
Compare VETH 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 Ethically Conscious Australian Shares ETF (VETH) 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
VETH | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 797 | 39 |
Median incremental investment | $993.50 | $764.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,312.45 | $872.46 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
VETH | OZR | |
|---|---|---|
Strategy | VETH.AX was created on 2020-10-12 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Ethically Conscious Australian Shares ETF seeks to track the return ofthe FTSE Australia 300 Choice 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 174.65m 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 | Commonwealth Bank of Australia (10.17 %) CSL Ltd. (9.69 %) National Australia Bank Ltd. (5.54 %) | BHP Group Ltd (39.64 %) Woodside Energy Group Ltd (8.83 %) Rio Tinto Ltd (8.55 %) |
Top 3 industries | Financials (34.37 %) Materials (18.25 %) Health Care (13.54 %) | Materials (81.77 %) Energy (16.13 %) Other (2.10 %) |
Top 3 countries | Australia (98.46 %) New Zealand (1.54 %) | Australia (96.95 %) United States (2.57 %) China (0.48 %) |
Management fee | 0.17 % | 0.4 % |
Key Summary
VETH | OZR | |
|---|---|---|
Issuer | Vanguard | SPDR |
Tracking index | FTSE Australia 300 Choice Index | S&P/ASX 200 Resources Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.17 % | 0.4 % |
Price | $66.07 | $11.79 |
Size | N/A | $170.343 million |
10Y return | N/A | 41.88 % |
Annual distribution yield (5Y) | 3.73 % | 10.05 % |
Market | ASX | ASX |
First listed date | 13/10/2020 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VETH | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 797 | 39 |
Median incremental investment | $993.50 | $764.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,312.45 | $872.46 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
VETH | OZR | |
|---|---|---|
Pros |
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Cons |
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VETH | 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 |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |