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Compare VTS 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 US Total Market Shares Index ETF (VTS) 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
VTS | OZR | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,296 | 36 |
Median incremental investment | $1,293.50 | $784.81 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,589.54 | $1,109.57 |
Average age group | > 35 | 26 - 35 |
Key Summary
VTS | OZR | |
|---|---|---|
Strategy | Vanguard U.S. Total Market Shares Index ETF (ASX: VTS) seeks to track the performance of the CRSP US Total Market Index before account fees, expenses and taxes. The index tracks the large, mid, small and micro-cap stocks on the US stock market, thus representing nearly 100% of the investable US stock market. | 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 164.21m in AUM and 50 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 | Apple Inc. (5.56 %) Microsoft Corp. (4.68 %) Amazon.com Inc. (2.06 %) | BHP Group Ltd (33.46 %) |
Top 3 industries | Information Technology (25.02 %) Health Care (15.04 %) Financials (10.84 %) | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) |
Top 3 countries | United States (99.41 %) Switzerland (0.25 %) Canada (0.12 %) | Australia (96.95 %) United States (2.57 %) China (0.48 %) |
Management fee | 0.03 % | 0.4 % |
Key Summary
VTS | OZR | |
|---|---|---|
Issuer | Vanguard | SPDR |
Tracking index | CRSP U.S. Total Market Index - AUD | S&P/ASX 200 Resources Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.03 % | 0.4 % |
Price | $502.00 | $14.05 |
Size | $564.698 billion | $197.738 million |
10Y return | 237.84 % | 117.83 % |
Annual distribution yield (5Y) | 1.19 % | 7.11 % |
Market | ASX | ASX |
First listed date | 08/05/2009 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VTS | OZR | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,296 | 36 |
Median incremental investment | $1,293.50 | $784.81 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,589.54 | $1,109.57 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VTS | OZR | |
|---|---|---|
Pros |
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Cons |
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VTS | OZR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |