Grow it · ETFs

OZR vs QRE vs MVR

Compare fees, returns, income and risk for these 3 ASX-listed ETFs side by side.

At a glance

Comparing OZR, QRE, and MVR. OZR has the lowest management fee at 0.34% a year, QRE has the highest 10 years return at 14.7% a year, and MVR offers the highest at 2.46%.
Lowest fee
OZR 0.34% p.a.
Highest 10 years return
QRE 14.7% p.a.
Highest yield
MVR 2.46%
Highest risk-adjusted
MVR Sharpe 0.7 (10y)
Lowest volatility
MVR 18.2% (10y)
Largest fund
MVR $834m

Side-by-side comparison

Metric OZR
State Street SPDR S&P/ASX 200 Resources ETF
QRE
BetaShares Australian Resources Sector ETF
MVR
VanEck Australian Resources ETF
Snapshot
Provider
State Street
BetaShares
VanEck
Tracks index
S&P/ASX 200 Resources Index
S&P/ASX 200 Resources Index
—
Categories
AU, Thematic
AU, Thematic
AU, Thematic
Listed since
—
2011 (15 yrs)
—
Fund size (AUM)
$284m
$458m
$834m
Cost & income
Management fee
0.34%
0.34%
0.35%
Dividend yield
2.28%
2.2%
2.46%
Franking
85%
90%
85%
Turnover
18%
18%
15%
Tax drag 0.6% 0.56% 0.54%
Returns
Tax bracket
1-year return
33.2%
net
32%
net
25%
net
3-year return
13.9%
net
13.7%
net
12.9%
net
5-year return
15.5%
net
15.4%
net
15.1%
net
10-year return
14.5%
net
14.7%
net
14.2%
net
Risk
Volatility (3y)
19%
19%
17.3%
Volatility (5y)
18.9%
18.9%
17.6%
Volatility (10y)
19.4%
19.4%
18.2%
Sharpe ratio (3y)
0.56
0.55
0.55
Sharpe ratio (5y)
0.68
0.68
0.7
Sharpe ratio (10y)
0.68
0.69
0.7
Bid/ask spread
—
—
—

marks the strongest fund in each row. “net” shows the after-tax return at your selected bracket. “—” means we don’t have that data point yet.

Each fund at a glance

OZR State Street SPDR S&P/ASX 200 Resources ETF
  • Top-5% returns over 1 year (17th of 318 ETFs we track).
  • Low-cost: a 0.34% management fee keeps more of the return in your pocket.
  • Highly concentrated single-theme bet — keep the position size small.
QRE BetaShares Australian Resources Sector ETF
  • Top-6% returns over 1 year (19th of 318 ETFs we track).
  • Low-cost: a 0.34% management fee keeps more of the return in your pocket.
  • Highly concentrated single-theme bet — keep the position size small.
MVR VanEck Australian Resources ETF
  • Top-8% returns over 1 year (26th of 318 ETFs we track).
  • Low-cost: a 0.35% management fee keeps more of the return in your pocket.
  • Cheaper alternatives exist: QRE and OZR.

Frequently Asked Questions

What's the difference between OZR vs QRE vs MVR?

OZR, QRE, and MVR are 3 Australian-listed ETFs we compare side by side. OZR carries the lowest management fee (0.34%). Over 10 years, QRE has delivered the highest total return (14.7% a year). The table above breaks down fees, returns, income and risk for each.

Which has the lowest fees - OZR vs QRE vs MVR?

OZR has the lowest management fee at 0.34% a year, versus QRE 0.34% and MVR 0.35%.

Which has performed highest - OZR vs QRE vs MVR?

Over the past 10 years, QRE has delivered the highest total return at 14.7% a year. Past performance is not a reliable indicator of future returns.

Which pays the highest dividend yield?

MVR pays the highest at 2.46%. Remember distributions are taxed each year at your marginal rate.

Which is the largest and most liquid?

MVR is the largest fund by assets ($834m). Larger funds are typically more liquid and trade on tighter spreads.

Related comparisons

General information only, generated from each fund's published data — not personal financial advice. Past performance is not a reliable indicator of future returns. Consider your own circumstances or seek licensed advice before investing.

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