Compare AU

Compare WXOZ vs. OZF

Compare shares and ETFs on the ASX that you can trade on Pearler.

SPDR S&P World Ex Australia Carbon Control Fund

ASX

Buy

Buy

Overview
Performance

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 World Ex Australia Carbon Control Fund (WXOZ) 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

WXOZ

OZF

Popularity

Low

Low

Pearlers invested

11

8

Median incremental investment

$1,190.50

$521.75

Median investment frequency

Monthly

Monthly

Median total investment

$2,513.28

$1,138.79

Average age group

> 35

> 35


Key Summary

WXOZ

OZF

Strategy

WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The Investment Objective of SPDR S&P World Ex Australia Carbon Control Fund is to match the performance of its Index before fees and other costs.

OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 46.33m in AUM and 32 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

Apple Inc (6.14 %)

Microsoft Corp (4.81 %)

NVIDIA Corp (4.51 %)

Commonwealth Bank of Australia (30.73 %)

National Australia Bank Ltd (13.71 %)

Westpac Banking Corp (13.39 %)

Top 3 industries

Information Technology (57.87 %)

Communication Services (14.35 %)

Consumer Discretionary (10.59 %)

Financials (100.00 %)

Other (4.52 %)

Top 3 countries

United States (66.13 %)

Japan (8.26 %)

United Kingdom of Great Britain and Northern Ireland (4.57 %)

Australia (99.41 %)

United States (0.59 %)

Management fee

0.07 %

0.4 %


Key Summary

WXOZ

OZF

Issuer

SPDR

SPDR

Tracking index

S&P Developed ex Australia LargeMidCap AUD Index - AUD

S&P/ASX 200 Financials Ex-A-REIT - AUD

Asset class

ETF

ETF

Management fee

0.07 %

0.4 %

Price

$49.28

$28.83

Size

$428.821 million

$58.749 million

10Y return

111.87 %

33.04 %

Annual distribution yield (5Y)

5.73 %

5.17 %

Market

ASX

ASX

First listed date

19/03/2013

13/04/2011

Purchase fee

$6.50

$6.50


Community Stats

WXOZ

OZF

Popularity

Low

Low

Pearlers invested

11

8

Median incremental investment

$1,190.50

$521.75

Median investment frequency

Monthly

Monthly

Median total investment

$2,513.28

$1,138.79

Average age group

> 35

> 35


Pros and Cons

WXOZ

OZF

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

WXOZ

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

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