Compare AU
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 SPDR S&P Emerging Markets Carbon Control Fund (WEMG) and the SPDR S&P/ASX 200 Financials Ex A-REIT Fund (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 | 4 | 8 |
Median incremental investment | $3,000.00 | $520.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $3,399.50 | $1,157.60 |
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 SPDR S&P Emerging Market Fund seeks to closely track, before fees and expenses, the returns of the S&P Emerging Markets LargeMidCap Index. | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 52.53m in AUM and 31 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 | Taiwan Semiconductor Manufacturing Co Ltd (8.22 %) Alibaba Group Holding Ltd Ordinary Shares (2.81 %) HDFC Bank Ltd (1.65 %) | Commonwealth Bank of Australia (30.89 %) National Australia Bank Ltd (14.07 %) Westpac Banking Corp (13.25 %) |
Top 3 industries | Information Technology (49.44 %) Other (26.05 %) Consumer Discretionary (12.07 %) | Financials (100.00 %) Other (4.52 %) |
Top 3 countries | China (30.97 %) Taiwan (23.47 %) India (20.15 %) | Australia (99.41 %) United States (0.59 %) |
Management fee | 0.35 % | 0.4 % |
Key Summary
WEMG | OZF | |
|---|---|---|
Issuer | SPDR | SPDR |
Tracking index | S&P Emerging LargeMidCap AUD Index - AUD | S&P/ASX 200 Financials Ex-A-REIT - AUD |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.4 % |
Price | $26.12 | $28.84 |
Size | $22.133 million | $53.198 million |
10Y return | 42.73 % | 26.05 % |
Annual distribution yield (5Y) | 2.46 % | 5.11 % |
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 | 4 | 8 |
Median incremental investment | $3,000.00 | $520.00 |
Median investment frequency | Weekly | Monthly |
Median total investment | $3,399.50 | $1,157.60 |
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 |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |