Compare AU

Compare VETH vs. OZR

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

Vanguard Ethically Conscious Australian Shares ETF

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 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

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

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

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