Compare AU
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, shares and ETFs are a popular choice. Two options in the ASX are WXHG and OZR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
WXHG | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 39 |
Median incremental investment | $660.00 | $764.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,277.32 | $876.16 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
WXHG | OZR | |
|---|---|---|
Strategy | WXHG.AX was created on 2013-07-08 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The SPDR S&P World ex Australia (Hedged) Fund seeks to closely track, before fees and expenses, the returns of the S&P Developed ex Australia LargeMidCap 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 154.88m in AUM and 49 holdings. The SPDR S&P/ASX 200 Resources Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Resources Index. |
Top 3 holdings | SPDR S&P World Ex Aus Carbon Control (Hedged) Fund (100 %) | BHP Group Ltd (38.41 %) Woodside Energy Group Ltd (9.17 %) Rio Tinto Ltd (8.48 %) |
Top 3 industries | Materials (81.04 %) Energy (16.94 %) Other (2.02 %) | |
Top 3 countries | United States (68.24 %) Japan (8.19 %) United Kingdom of Great Britain and Northern Ireland (3.95 %) | Australia (96.95 %) United States (2.57 %) China (0.48 %) |
Management fee | 0.1 % | 0.4 % |
Key Summary
WXHG | OZR | |
|---|---|---|
Issuer | SPDR | 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 | $26.37 | $12.09 |
Size | $280.486 million | $152.363 million |
10Y return | 39.89 % | 41.07 % |
Annual dividend/ distribution yield (5Y) | 9.09 % | 9.77 % |
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 | 9 | 39 |
Median incremental investment | $660.00 | $764.16 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,277.32 | $876.16 |
Average age group | 26 - 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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |