Compare AU
Compare WXOZ 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 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 |
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Cons |
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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 |