Betashares Australia 200 ETF vs State Street SPDR S&P/ASX 200 Financials ex A-REIT ETF
General information only, not financial advice.
Overlap is estimated from the funds' listed top holdings, not their full constituent lists. Where there are no shared listed holdings it is shown as not reliably estimable.
Betashares Australia 200 ETF
BetaShares
Comparison Scorei
State Street SPDR S&P/ASX 200 Financials ex A-REIT ETF
State Street (SPDR)
Comparison Scorei
Comparison scores reflect how each ETF compares to the other on these specific dimensions only. They are not absolute ratings or recommendations. General information only — not financial advice.
A200 scores 7.7/10 and OZF scores 5/10 on this comparison, with A200 leading on Scale & Liquidity. A200 may suit cost-conscious investors who prioritise lower ongoing fees; OZF may suit investors seeking income and dividend distributions. General information only, not financial advice.
Category scores compare these two ETFs only and are not absolute ratings.
A200 charges 0.04% p.a. and OZF charges 0.34% p.a.; the lower fee leads on cost.
A200 manages $9.5B and OZF manages $44.86M; the larger fund leads on scale, which can support tighter spreads.
A200 holds 199 positions and OZF holds 31; the fund with broader holdings leads on diversification.
A200 distributes approximately 3.3% (Quarterly) and OZF approximately 3.61% (Semi-annually); the higher distribution yield leads on income.
Historical return data is not available for both funds, so this dimension is shown as neutral. Past performance is not a reliable indicator of future returns.
Green highlights the factually lower fee or higher scale/income figure. Performance is never highlighted. Data from issuer disclosures, reviewed quarterly.
| Field | A200 | OZF |
|---|---|---|
| Full name | Betashares Australia 200 ETF | State Street SPDR S&P/ASX 200 Financials ex A-REIT ETF |
| Provider | BetaShares | State Street (SPDR) |
| Asset class | Australian Broad Market | Thematic |
| Index tracked | Solactive Australia 200 Index | S&P/ASX 200 Financials ex A-REIT Index |
| Inception | 2018 | 2011 |
| Domicile | Australia | Australia |
| Exchange | ASX | ASX |
| Field | A200 | OZF |
|---|---|---|
| Management fee (MER) | 0.04% p.a. | 0.34% p.a. |
| Est. annual cost on $10,000 | $4 | $34 |
| Est. annual cost on $50,000 | $20 | $170 |
| Est. annual cost on $100,000 | $40 | $340 |
| Field | A200 | OZF |
|---|---|---|
| Fund size (AUM) | $9.5B | $44.86M |
| Number of holdings | 199 | 31 |
| Field | A200 | OZF |
|---|---|---|
| Distribution yield | approximately 3.3% | approximately 3.61% |
| Franking | Not available | Not available |
| Payment frequency | Quarterly | Semi-annually |
| Est. annual income on $50,000 | approximately $1,650 | approximately $1,805 |
| Field | A200 | OZF |
|---|---|---|
| 1-year return | 10.4% | Not available |
| 3-year p.a. | 9.6% | Not available |
| 5-year p.a. | 8.6% | Not available |
Past performance is not a reliable indicator of future returns.
| Field | A200 | OZF |
|---|---|---|
| Holdings overlap | approximately 55% | approximately 55% |
| Currency hedged | No | No |
| Geographic focus | Australia | Australia |
| Top 3 sectors | Financials, Materials, Industrials | Diversified Banks, Diversified Capital Markets, Property & Casualty Insurance |
A200 top holdings
OZF top holdings
A200 scores 7.7/10 and OZF scores 5/10 on this comparison. A200 has the higher overall comparison score.
A200 may suit investors who: cost-conscious investors who prioritise lower ongoing fees.
OZF may suit investors who: investors seeking income and dividend distributions.
This comparison is general information only and not personal financial advice. Past performance is not a reliable indicator of future returns. ETFLens does not hold an Australian Financial Services Licence (AFSL). Consider your own objectives, financial situation and needs, or speak with a licensed financial adviser before making investment decisions.
A200 and OZF have approximately 55% estimated holdings overlap, based on the top 10 listed holdings of each fund. This is considered moderate overlap, estimated from listed top holdings rather than the full constituent lists. General information only, not financial advice.
A200 has the lower management fee. A200 charges 0.04% per year ($4 per year on a $10,000 investment) and OZF charges 0.34% per year ($34 per year on a $10,000 investment). The difference is $30 per year per $10,000 invested. General information only, not financial advice.
A200 (Betashares Australia 200 ETF) manages approximately $9.5B and OZF (State Street SPDR S&P/ASX 200 Financials ex A-REIT ETF) manages approximately $44.86M. Fund size can affect liquidity and bid-ask spreads but does not by itself change the management fee. General information only, not financial advice.
You can hold both, but with approximately 55% estimated holdings overlap the two funds share a moderate proportion of holdings, so there is some duplicated exposure. Whether that suits you depends on your own objectives. General information only, not financial advice.
There is no universally right choice — it depends on your goals, time horizon and existing holdings. A200 charges 0.04% and OZF charges 0.34%, so A200 has the lower management fee, and they have approximately 55% estimated holdings overlap. Compare their fees, holdings and sectors above and consider each fund's Product Disclosure Statement and Target Market Determination. General information only, not financial advice.
General information only.This comparison and the ETFLens tools on this page provide general information about two exchange-traded funds and do not take into account your personal objectives, financial situation or needs. It is not personal financial product or investment advice. ETFLens does not hold an Australian Financial Services Licence (AFSL). Holdings overlap is estimated from listed top holdings, not full constituent lists, and fee data is sourced from fund manager PDS documents and updated quarterly. Past performance is not a reliable indicator of future returns. Consider each fund's Product Disclosure Statement (PDS) and Target Market Determination (TMD), and seek advice from a registered tax agent or licensed financial adviser, before making investment decisions.
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