TipRanks
Go Ultimate55% OFF

Comparison Results

Comparison results
NamePricePrice ChangePrice TargetSmart ScoreExpense RatioAsset Under ManagementFollow
NZ:USFSmart US 500 ETFNZD 23.47―0.34%1.25B
NZ:USGSmart US Large Growth ETFNZD 16.47―0.51%607.37M
NZ:FNZSmart NZ Top 50 ETFNZD 3.09―0.50%555.15M
NZ:AUSSmart Australian Top 200 ETFNZD 4.41―0.30%484.99M
NZ:USHSmart US 500 (NZD Hedged) ETFNZD 4.07―0.38%272.65M
NZ:NZGSmart S&P/NZX 50 ETF UnitsNZD 2.63―0.20%146.45M
NZ:TNZSmart NZ Top 10 ETF UnitsNZD 2.07―0.60%104.38M
NZ:USVSmart US Large Value ETFNZD 7.66―0.51%81.62M
NZ:NZTSmart S&P/NZX 20 ETFNZD 2.48――6.88M

Performance Comparison

-10%0%10%20%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
Performance comparison by fund
TickerCompany NamePriceChange% Change
NZ:USFSmart US 500 ETF23.472.4211.49%
NZ:USGSmart US Large Growth ETF16.470.422.62%
NZ:FNZSmart NZ Top 50 ETF3.09-0.08-2.58%
NZ:AUSSmart Australian Top 200 ETF4.410.4812.20%
NZ:USHSmart US 500 (NZD Hedged) ETF4.070.246.18%
NZ:NZGSmart S&P/NZX 50 ETF Units2.630.062.17%
NZ:TNZSmart NZ Top 10 ETF Units2.070.094.44%
NZ:USVSmart US Large Value ETF7.661.4222.75%
NZ:NZTSmart S&P/NZX 20 ETF2.48-0.02-0.76%

ETFs Similar to NZ:OZY FAQ

What is the cheapest alternative to NZ:OZY?
Among the ETFs similar to NZ:OZY, NZ:NZG (Smart S&P/NZX 50 ETF Units) has the lowest expense ratio, at 0.20% a year, compared with 0.60% for NZ:OZY.
NZ:OZY vs. NZ:USF: what is the difference?
NZ:USF (Smart US 500 ETF) is the first ETF in NZ:OZY's similar-ETF list. It has $1.25B in assets under management and a 0.34% expense ratio, against $233.20M and 0.60% for NZ:OZY. Compare their performance, price targets and Smart Scores in the table above.
How is NZ:OZY different from NZ:USG?
NZ:USG (Smart US Large Growth ETF) comes from the same fund family as NZ:OZY (Smart). NZ:USG charges 0.51% a year, against 0.60% for NZ:OZY. NZ:USG manages $607.37M in assets, against $233.20M for NZ:OZY. Both funds are in the comparison table above.