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Compare WEMG vs. OZF
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 State Street SPDR S&P Emerging Markets Carbon Aware ETF (WEMG) and the State Street SPDR S&P/ASX 200 Financials Ex A-REIT ETF (OZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
WEMG | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 17 |
Median incremental investment | $3,000.00 | $525.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,998.28 | $1,273.80 |
Average age group | 26 - 35 | > 35 |
Key Summary
WEMG | OZF | |
|---|---|---|
Strategy | WEMG.AX was created on 2013-11-11 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 31.02m in AUM and 1195 holdings. The State Street SPDR S&P Emerging Markets Carbon Aware ETF seeks to closely track, before fees and expenses, the returns of the S&P Emerging LargeMidCap Carbon Aware Index. | OZF.AX was created on 2011-04-13 by State Street . The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 45.2m in AUM and 32 holdings. The State Street SPDR S&P/ASX 200 Financials EX A-REIT ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index. |
Top 3 holdings | Taiwan Semiconductor Manufacturing Co Ltd (9.72 %) Alibaba Group Holding Ltd Ordinary Shares (4.15 %) NetEase Inc Ordinary Shares (1.48 %) | Commonwealth Bank of Australia (28.91 %) Westpac Banking Corp (15.15 %) National Australia Bank Ltd (14.72 %) |
Top 3 industries | Information Technology (52.76 %) Other (31.65 %) Financials (10.20 %) | Financials (100.00 %) Other (3.18 %) |
Top 3 countries | China (37.16 %) Taiwan (21.49 %) India (14.41 %) | Australia (99.24 %) United States (0.58 %) New Zealand (0.18 %) |
Management fee | 0.35 % | 0.4 % |
Key Summary
WEMG | OZF | |
|---|---|---|
Issuer | SPDR | State Street |
Tracking index | S&P Emerging LargeMidCap Carbon Aware Index - AUD - Benchmark TR Net | S&P/ASX 200 Financials Ex-A-REIT - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.4 % |
Price | $30.29 | $28.95 |
Size | $31.885 million | $45.066 million |
10Y return | 107.89 % | 55.06 % |
Annual distribution yield (5Y) | 2.68 % | 4.14 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WEMG | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 17 |
Median incremental investment | $3,000.00 | $525.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,998.28 | $1,273.80 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
WEMG | OZF | |
|---|---|---|
Pros |
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Cons |
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WEMG | OZF |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |