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Compare XGOV 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 VanEck 10+ Year Australian Government Bond ETF (XGOV) and the 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
XGOV | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 36 |
Median incremental investment | $530.00 | $789.16 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,912.90 | $1,105.72 |
Average age group | > 35 | 26 - 35 |
Key Summary
XGOV | OZR | |
|---|---|---|
Strategy | XGOV.AX was created on 2023-09-26 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 335.15m in AUM and 41 holdings. S&P/ASX Government Bond 10-20 Year 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 164.21m in AUM and 50 holdings. The 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 | Australia (Commonwealth of) (11.69 %) Australia (Commonwealth of) (9.96 %) Australia (Commonwealth of) (9.84 %) | BHP Group Ltd (34.46 %) Rio Tinto Ltd (7.66 %) |
Top 3 industries | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) | |
Top 3 countries | Australia (96.95 %) United States (2.57 %) China (0.48 %) | |
Management fee | 0.22 % | 0.4 % |
Key Summary
XGOV | OZR | |
|---|---|---|
Issuer | VanEck | SPDR |
Tracking index | S&P/ASX Government Bond 10-20 Year Index - AUD - Benchmark TR Gross | S&P/ASX 200 Resources Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.4 % |
Price | $51.70 | $14.36 |
Size | $338.090 million | $162.095 million |
10Y return | N/A | 119.24 % |
Annual distribution yield (5Y) | 2.45 % | 7.11 % |
Market | ASX | ASX |
First listed date | 27/09/2023 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
XGOV | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 36 |
Median incremental investment | $530.00 | $789.16 |
Median investment frequency | Weekly | Monthly |
Median total investment | $1,912.90 | $1,105.72 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
XGOV | OZR | |
|---|---|---|
Pros |
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Cons |
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XGOV | OZR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |