SPDR S&P/ASX 200 Financials ex A-REITs Fund ETF (ASX:OZF)

The SPDR OZF ETF is a more unique ETF that invests in financial companies from within the ASX 200, while excluding A-REITs and other real-estate and development related companies.

OZF ETF review

OZF share price and fees

OZF fees

ASX ticker code: OZF
Yearly fee (MER): 0.34%
FUM: $124.57 million
Monthly spread: 0.15%
Data Last Updated: July 2022

Analyst report

This ETF does not (yet) have an analyst report or rating available. If you would like to request our analyst team cover this ETF, please get in contact with us.

Fee comparison

OZF yearly fee (MER)
0 %
Sector average fee (MER)
0 %

What does the OZF ASX ETF invest in?

The SPDR OZF ETF invests in Australian financials from within the ASX 200. This ETF contains companies involved in activities such as banking, mortgage finance, investment banking and brokerage, asset management and custody, corporate lending and insurance.

What do investors use the OZF ETF for?

The SPDR OZF ETF could be used by investors looking to invest in the Australian financial industry, while avoiding direct exposure to real-estate and property related sectors. These Australian companies are likely to grow their profits over time and have a track record of paying regular tax-effective dividends for their shareholders.

How to buy the OZF ETF

A portfolio FULL of our best ETF ideas

To invest in any ASX ETF, you need to use create your own broker account and choose from over 400 ETFs.

But why bother do that when you can get everything done for you – for a simple, low, fee?

We manage ETF portfolios on behalf of 250+ Australian investors, with over $20 million invested.

Simple. Low cost. Transparent. Professional.

It’s called Rask Invest.

Click the button to discover the ETFs we own, and how it works.

OZF investor starter pack

OZF PDS

The Product Disclosure Statement (PDS) explains the fees, tax status and some of the risks.

OZF literature

We’ve asked the ETF provider to share their best whitepapers & research with you.

OZF holdings

The Best ETFs team occasionally upload the ETF’s latest investments, so you see what’s inside the ETF.

ASX: OZF’s dividend 2021

OZF dividend yield

Last 12m yield: 3.85%

When does OZF pay a dividend?

OZF dividend reinvestment plan (DRP)

Warnings we apply to the OZF ETF

OZF tax domicile

Fund issuer

Australian shares sector data

Sector average return (1Y)
0 %
Average FUM ($m)
$ 0
Average fee (MER)
0 %

How OZF compares:

1Y return
0 %
FUM ($m)
$ 0
Fee (MER)
0 %
Sector information is recorded based on the last 12-month returns to July 2022. Refer to the Issuer’s website, speak to your financial adviser and always the fund’s Product Disclosure Statement (PDS) before choosing an ETF for its dividend yield, past returns or fees. Past performance can be a poor indicator of future performance. 

Latest ETF News

*The warnings on this page are applied by our ETF research team. Please know that these warnings are based on quantitative metrics and our internal methodology. These risks are not exhaustive and therefore they should not be relied upon. Always read the PDS of the function and speak to your financial adviser before acting on this information.