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Compare AGGG 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 AGGG and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
AGGG | SWTZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 6 |
Median incremental investment | $0 | $828.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,478.18 |
Average age group | N/A | > 35 |
Key Summary
AGGG | SWTZ | |
|---|---|---|
Strategy | N/A | 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 | iShares Core Global Aggregate Bond (Aud Hdg) ETF (100 %) | BHP Group Ltd (6.64 %) National Australia Bank Ltd (6.09 %) Westpac Banking Corp (5.85 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | |
Top 3 countries | ||
Management fee | 0 % | 0.89 % |
Key Summary
AGGG | SWTZ | |
|---|---|---|
Issuer | AGP | |
Tracking index | ||
Asset class | Stock | ETF |
Management fee | 0 % | 0.89 % |
Price | $100.24 | $2.45 |
Size | N/A | $60.107 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 5.22 % |
Market | ASX | ASX |
First listed date | 05/11/2025 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AGGG | SWTZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 6 |
Median incremental investment | $0 | $828.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $2,478.18 |
Average age group | N/A | > 35 |
Pros and Cons
AGGG | SWTZ | |
|---|---|---|
Pros |
| |
Cons |
|
AGGG | SWTZ |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |