Back
OZR
Description
Description
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 279.86m in AUM and 60 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.
ASX
ETF - A bundle of shares
Materials
High Governance
High Dividend
High Price Growth
Australia
Performance
Performance
$17.59
AUD
โฒ $9.89 (128.44%)
28th September 2026, 06:41 a.m.
1M
1Y
10Y
GRAPH
TABLE
GRAPH
TABLE
If I had invested $1,000 in OZR 10 years ago, today I would have...
Calculate
Quick facts
Quick facts
โฒ 47.69% Growth
5 years capital growth
โฒ 6.99% Dividends
5 year average dividend yield
$500 minimum investment
Due to regulatory requirements
$1,671.05 median portfolio
Median amount held by the community
Holdings & exposure
Holdings & exposure
Top holdings
View all
BHP (BHP Group Ltd)
39%
RIO (Rio Tinto Ltd)
8%
WDS (Woodside Energy Group Ltd)
8%
Top country exposure
View all
Australia
95%
United States
3%
United Kingdom of Great Britain and Northern Ireland
1%
Top industry exposure
View all
Materials
80%
Energy
17%
Other
3%
Distributions
Distributions
Annual dividend yield
2.40%
Average franked amount
88.53%
5yr avg. dividend yield
6.99%
Dividend reinvestment
Highest franked amount
97.37%
Payout dates
See dividend history
Estimate how much you could earn in dividends
Calculate
Costs
Costs
PURCHASE FEE
$6.50 AUD (or $5.50 with Pearler Prepay)
MANAGEMENT FEE
0.40% p.a.
Calculate your costs and discover ways to reduce your fees
Calculate
ESG
ESG
62.42
Environmental score
78.38
Social score
91.65
Governance score
Advanced information
Advanced information
Leveraged
No
P/E ratio
15.78
Inverse
No
P/B ratio
2.47
Expense ratio
0.4
Inception date
2011-04-13
Pearler community insights
Pearler community insights
General statistics
46 investors hold OZR
46 weeks average time between investments
$4,869 average holding per investor
5 days since last community investment
Demographics
Income of investors
Less than 50k
38%
100k - 150k
25%
50k - 100k
18%
150k - 200k
16%
More than 200k
2%
Age of investors
35-90 years old
65%
26-34 years old
28%
18-25 years old
7%
Legal gender of investors
57% male
43% female
Related items
Related items
Pricing data reflects the most recent end-of-day traded price. Live pricing is shown at the time of buy/sell and may differ from what's displayed here. Other data is provided by our data partner, last updated on 25 September 2026, and may have changed since.
Learn more
Learn more
Sector ETFs vs commodity ETFs: how do the two fund types compare?
READ
Long-term investing
Not sure whether to pick a sector or commodity ETF? Discover how each one works, their unique perks, and what they could...
5 November 2024
ใป
Oyelola Oyetunji
ใป
8 min read
0 likes
ใป
19 views
What are sector ETFs, and how do they differ to traditional ETFs?
READ
Portfolios
Sector ETFs allow investors to focus on specific industries. But how do these sector ETFs compare to traditional ETFs, a...
31 October 2024
ใป
Cathy Sun
ใป
5 min read
0 likes
ใป
10 views
The Aussie FIRE Audiobook | Conclusion
LISTEN
Congratulations! You've made it to the final chapter of our original Aussie FIRE audiobook. In each chapter, we've cover...
Fri, 3rd November 2023
ใป
8 min
ใป
0 likes
Episode 0. Welcome to the Aussie FIRE podcast
LISTEN
Welcome to Aussie FIRE, the podcast designed to educate and inspire you towards a better future! This podcast evolved fr...
Fri, 24th November 2023
ใป
30 min
ใป
5 likes
US ETFs vs AU ETFs
ASK & ANSWER
Investing strategy
Are there any downsides to choosing US ETFs over AU ones? Some of the US ETFs outperform AU ones, but as an Australian c...
Stephanie Conroy
โข
April 3rd, 2024
0 likes
ใป
1007 views
ใป
AU vs US shares
ASK & ANSWER
First-time investor
Hi, Iโm fairly new to investing and this is a dumb question but what is the difference when investing in the AU shares v...

Molly Pearse
โข
January 29th, 2023
6 likes
ใป
561 views
ใป
Whatโs happened to my shares and itโs value if I suddenly die
ASK & ANSWER
Investing strategy
Hi, I just started my investment with ASX last month. But I started worrying and wanted to know whatโs happened to my sh...
Ngoc Nguyen
โข
September 30th, 2022
3 likes
ใป
658 views
ใป
How to invest your first $500 in Australia (safely) w/ Owen Rask
EVENT
This event ended on Fri, 10th April 2026
Online webinar
ใป
3 likes
ใป
Free
3+ people attended
FREE Pearler Webinar | Product Updates & News, October 2024
EVENT
This event ended on Wed, 9th October 2024
Online webinar
ใป
5 likes
ใป
Free
130+ people attended