Compare AU

Compare AYLD vs. SWTZ

Compare shares and ETFs on the ASX that you can trade on Pearler.

Global X S&P/ASX 200 Covered Call ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are AYLD and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

AYLD

SWTZ

Popularity

Low

Low

Pearlers invested

9

4

Median incremental investment

$1,031.50

$727.00

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$1,327.50

$2,357.46

Average age group

> 35

> 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 ETF currently has 51.82m in AUM and 202 holdings. 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 (10.30 %)

BHP Group Ltd (9.11 %)

CSL Ltd (5.72 %)

Switzer Dividend Growth Fund (Managed Fund) (100 %)

Top 3 industries

Financials (54.57 %)

Materials (18.21 %)

Health Care (11.64 %)

Top 3 countries

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

$10.64

$2.50

Size

$52.995 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

3.17 %

7.06 %

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

9

4

Median incremental investment

$1,031.50

$727.00

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$1,327.50

$2,357.46

Average age group

> 35

> 35


Pros and Cons

AYLD

SWTZ

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

AYLD

SWTZ

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

Home