Compare AU
Compare AAA vs. SWTZ
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are AAA and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AAA | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 153 | 5 |
Median incremental investment | $6,184.71 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,007.60 | $1,974.57 |
Average age group | > 35 | > 35 |
Key Summary
AAA | SWTZ | |
|---|---|---|
Strategy | AAA.AX was created on 2012-03-06 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide exposure to Australian cash, with attractive and regular incomedistributions that exceed the 30 day Bank Bill Swap Rate (after fees and expenses). | SWTZ.AX was created on 2017-02-23 by AGP. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with an income return that exceeds the S&P/ASX 100 Accumulation Index (Index) (after fees) over rolling 12-month periods, while also maintaining a lower level of volatility relative to the Index over rolling 12-month periods. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (100.00 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Communication Services (100.00 %) | |
Top 3 countries | ||
Management fee | 0.18 % | 0.89 % |
Key Summary
AAA | SWTZ | |
|---|---|---|
Issuer | BetaShares | AGP |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.89 % |
Price | $50.19 | $2.49 |
Size | $3.555 billion | $58.771 million |
10Y return | 0.08 % | N/A |
Annual distribution/ dividend yield (5Y) | 2.14 % | 7.16 % |
Market | ASX | ASX |
First listed date | 07/03/2012 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AAA | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 153 | 5 |
Median incremental investment | $6,184.71 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,007.60 | $1,974.57 |
Average age group | > 35 | > 35 |
Pros and Cons
AAA | SWTZ | |
|---|---|---|
Pros |
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Cons |
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AAA | SWTZ |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |