Fund-vs-fund · Australasian Equities
Smart Australian Resources ETF vs Smart NZ Dividend ETF
Both are Australasian Equities funds available to NZ retail investors. Numbers below are sourced from the FMA Disclose register via Sorted Smart Investor and reflect the latest published quarterly fund updates.
| Metric | Smartshares | Smartshares | Lower / higher is |
|---|---|---|---|
| Annual fund charge | 0.54% | 0.54% | Lower is better |
| Risk indicator (1–7) | 6 | 5 | Higher = more volatility |
| 5-year return p.a. | 10.82% | 2.51% | Higher is better (past not future) |
| Fund size | NZ$88m | NZ$96m | Larger = more stable, lower close-risk |
| Growth / income split | 98% / 2% | 98% / 2% | More growth = higher long-run return + volatility |
What each fund says it does
Smartshares
Smart Australian Resources ETF
The Smart Australian Resources ETF is designed to track the return (before tax, fees and other expenses) of the S&P/ASX 200 Resources Index. The Index is comprised of companies from the S&P/ASX 200 Index where the company is classified as belonging to the energy sector or the metals and mining industry.Full Smartshares Smart Australian Resources ETF profile →
Smartshares
Smart NZ Dividend ETF
The Smart NZ Dividend ETF is designed to track the return (before tax, fees and other expenses) of the S&P/NZX 50 High Dividend Index. The Index is comprised of 25 high yielding companies listed on the NZX and included in the S&P/NZX 50 Index.Full Smartshares Smart NZ Dividend ETF profile →
Important: This comparison is general information only — not personalised financial advice.
Past performance is not a reliable indicator of future returns. The right fund for you depends on your personal
circumstances. Read each fund's Product Disclosure Statement and consider speaking to a licensed financial adviser.