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Compare AYLD 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Global X S&P/ASX 200 Covered Call Complex ETF (AYLD) and the Switzer Dividend Growth Fund - Active ETF (SWTZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AYLD | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 4 |
Median incremental investment | $1,243.50 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,843.66 | $1,318.98 |
Average age group | > 35 | 26 - 35 |
Key Summary
AYLD | SWTZ | |
|---|---|---|
Strategy | AYLD.AX was created on 2023-01-30 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the S&P/ASX BuyWrite Index | 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 | Commonwealth Bank of Australia (9.74 %) BHP Group Ltd (9.65 %) Westpac Banking Corp (5.12 %) | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) |
Top 3 industries | Financials (54.87 %) Materials (16.67 %) Health Care (10.24 %) | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) |
Top 3 countries | Australia (95.22 %) United States (3.21 %) New Zealand (0.60 %) | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) |
Management fee | 0.6 % | 0.89 % |
Key Summary
AYLD | SWTZ | |
|---|---|---|
Issuer | Global X | AGP |
Tracking index | S&P/ASX 200 Index | |
Asset class | ETF | ETF |
Management fee | 0.6 % | 0.89 % |
Price | $10.02 | $2.47 |
Size | $94.154 million | $59.116 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 7.82 % | 5.27 % |
Market | ASX | ASX |
First listed date | 31/01/2023 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
AYLD | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 4 |
Median incremental investment | $1,243.50 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $6,843.66 | $1,318.98 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
AYLD | SWTZ | |
|---|---|---|
Pros |
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Cons |
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AYLD | SWTZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |