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Compare WXHG 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 State Street SPDR S&P World Ex Aus Carbon Aware (Hedged) ETF (WXHG) and the State Street 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
WXHG | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 37 |
Median incremental investment | $688.05 | $789.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,445.20 | $1,265.88 |
Average age group | > 35 | 26 - 35 |
Key Summary
WXHG | OZR | |
|---|---|---|
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. | 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 200.08m in AUM and 51 holdings. The State Street 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 | Stt Strt SPDR S&P World ex AusCrbAwrETF (99.92 %) | BHP Group Ltd (33.80 %) Rio Tinto Ltd (7.76 %) Woodside Energy Group Ltd (6.37 %) |
Top 3 industries | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) | |
Top 3 countries | United States (65.09 %) Japan (8.74 %) United Kingdom of Great Britain and Northern Ireland (4.66 %) | Australia (95.00 %) United States (3.33 %) United Kingdom of Great Britain and Northern Ireland (0.97 %) |
Management fee | 0.1 % | 0.4 % |
Key Summary
WXHG | OZR | |
|---|---|---|
Issuer | State Street | SPDR |
Tracking index | S&P Developed ex Australia LargeMidCap AUD Hedged Index - AUD | S&P/ASX 200 Resources Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.4 % |
Price | $28.71 | $16.44 |
Size | $358.393 million | $209.014 million |
10Y return | 70.08 % | 209.02 % |
Annual distribution yield (5Y) | 9.66 % | 7.07 % |
Market | ASX | ASX |
First listed date | 09/07/2013 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXHG | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 37 |
Median incremental investment | $688.05 | $789.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,445.20 | $1,265.88 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
WXHG | OZR | |
|---|---|---|
Pros |
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Cons |
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WXHG | 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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |