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Compare WXHG 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 World Ex Aus Carbon Aware (Hedged) ETF (WXHG) 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
WXHG | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 17 |
Median incremental investment | $688.05 | $527.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,203.60 | $1,322.20 |
Average age group | > 35 | > 35 |
Key Summary
WXHG | OZF | |
|---|---|---|
Strategy | WXHG.AX was created on 2013-07-08 by State Street . The fund's investment portfolio concentrates primarily on total market equity. The SPDR S&P World ex Australia Carbon Aware (Hedged) ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware AUD Hedged 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 40.94m 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 | Stt Strt SPDR S&P World ex AusCrbAwrETF (99.87 %) | Commonwealth Bank of Australia (31.27 %) National Australia Bank Ltd (15.67 %) Westpac Banking Corp (15.35 %) |
Top 3 industries | Financials (100.00 %) Other (3.18 %) | |
Top 3 countries | United States (65.09 %) Japan (8.74 %) United Kingdom of Great Britain and Northern Ireland (4.66 %) | Australia (99.24 %) United States (0.58 %) New Zealand (0.18 %) |
Management fee | 0.1 % | 0.4 % |
Key Summary
WXHG | OZF | |
|---|---|---|
Issuer | State Street | State Street |
Tracking index | S&P Developed ex Australia LargeMidCap AUD Hedged Index - AUD | S&P/ASX 200 Financials Ex-A-REIT - AUD |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.4 % |
Price | $27.90 | $30.05 |
Size | $360.969 million | $40.354 million |
10Y return | 59.52 % | 56.35 % |
Annual distribution yield (5Y) | 9.66 % | 4.14 % |
Market | ASX | ASX |
First listed date | 09/07/2013 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXHG | OZF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 17 |
Median incremental investment | $688.05 | $527.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,203.60 | $1,322.20 |
Average age group | > 35 | > 35 |
Pros and Cons
WXHG | OZF | |
|---|---|---|
Pros |
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Cons |
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WXHG | 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 |
Higher distribution yield | Lower distribution yield |