Compare AU
Compare OZF vs. A200
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/ASX 200 Financials Ex A-Reit Fund (OZF) and the (A200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
OZF | A200 | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 5 | 3,368 |
Median incremental investment | $643.50 | $1,084.57 |
Median investment frequency | N/A | N/A |
Median total investment | $490.80 | $2,536.59 |
Average age group | N/A | N/A |
Key Summary
OZF | A200 | |
|---|---|---|
Strategy | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 114.0m in AUM and 28 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. | A200.AX was created on 2018-05-07 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 2975.21m in AUM and 200 holdings. A200.AX aims to track the performance of an index (before fees and expenses) comprising 200 of the largest companies by market capitalisation listed on the ASX. |
Top 3 holdings | Commonwealth Bank of Australia (27.77 %) National Australia Bank Ltd (13.86 %) Westpac Banking Corp (12.80 %) | BHP GROUP LTD (10.26 %) COMMONWEALTH BANK OF AUSTRALIA (7.91 %) CSL LTD (7.07 %) |
Top 3 industries | Financials (97.98 %) Other (2.02 %) | Financials (27.20 %) Materials (22.98 %) Health Care (9.84 %) |
Top 3 countries | Australia (97.98 %) | Australia (96.56 %) New Zealand (1.24 %) Ireland (0.80 %) |
Management fee | N/A | 0.04 % |
Key Summary
OZF | A200 | |
|---|---|---|
Issuer | SPDR | BetaShares |
Tracking index | S&P/ASX 200 Financials Ex-A-REIT - AUD | Solactive Australia 200 Index - AUD |
Asset class | ETF | ETF |
Management fee | N/A | 0.04 % |
Price | $20.45 | $120.79 |
Size | $114.003 million | $2.975 billion |
10Y return | 58.40 % | N/A |
Annual distribution yield (5Y) | - % | - % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 08/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZF | A200 | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 5 | 3,368 |
Median incremental investment | $643.50 | $1,084.57 |
Median investment frequency | N/A | N/A |
Median total investment | $490.80 | $2,536.59 |
Average age group | N/A | N/A |
Pros and Cons
OZF | A200 | |
|---|---|---|
Pros |
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Cons |
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OZF | A200 |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |