Compare AU
Compare NDQ 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 Betashares Nasdaq 100 ETF (NDQ) and the SPDR S&P/ASX 200 Financials Ex A-REIT ETF (OZF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
NDQ | OZF | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 6,869 | 9 |
Median incremental investment | $994.00 | $520.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,602.05 | $1,051.91 |
Average age group | 26 - 35 | > 35 |
Key Summary
NDQ | OZF | |
|---|---|---|
Strategy | BetaShares Nasdaq 100 ETF (ASX: NDQ) seeks to track the performance of the NASDAQ 100 index before account fees, expenses and taxes. The index tracks 100 of the largest non-financial companies listed on the NASDAQ market. | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 35.3m in AUM and 31 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index. |
Top 3 holdings | NASDAQ 100 E-MINI JUN25 (0 %) APPLE INC (8.91 %) MICROSOFT CORP (8.09 %) | Commonwealth Bank of Australia (31.82 %) Westpac Banking Corp (13.03 %) National Australia Bank Ltd (12.77 %) |
Top 3 industries | Information Technology (49.49 %) Consumer Discretionary (13.73 %) Communication Services (13.08 %) | Financials (100.00 %) Other (4.41 %) |
Top 3 countries | United States (97.15 %) Netherlands (0.92 %) Brazil (0.69 %) | Australia (99.41 %) United States (0.59 %) |
Management fee | 0.48 % | 0.4 % |
Key Summary
NDQ | OZF | |
|---|---|---|
Issuer | BetaShares | SPDR |
Tracking index | NASDAQ 100 Index | S&P/ASX 200 Financials Ex-A-REIT - AUD |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0.4 % |
Price | $46.25 | $28.43 |
Size | $5.733 billion | $35.340 million |
10Y return | N/A | 28.99 % |
Annual distribution yield (5Y) | 2.88 % | 5.11 % |
Market | ASX | ASX |
First listed date | 26/05/2015 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
NDQ | OZF | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 6,869 | 9 |
Median incremental investment | $994.00 | $520.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,602.05 | $1,051.91 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
NDQ | OZF | |
|---|---|---|
Pros |
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Cons |
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NDQ | OZF |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |