Compare AU

Compare DJRE vs. SWTZ

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

SPDR Dow Jones Global Real Estate Esg Fund

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 DJRE and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DJRE

SWTZ

Popularity

Low

Low

Pearlers invested

118

5

Median incremental investment

$1,043.11

$828.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,009.34

$3,035.31

Average age group

> 35

> 35


Key Summary

DJRE

SWTZ

Strategy

DJRE.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on real estate equity. The SPDR Dow Jones Global Real Estate Fund seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select Real Estate Securities 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

Prologis Inc (8.16 %)

Equinix Inc (5.98 %)

Welltower Inc (5.50 %)

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

Top 3 industries

Real Estate (100.00 %)

Other (5.20 %)

Top 3 countries

United States (73.60 %)

Japan (8.31 %)

United Kingdom of Great Britain and Northern Ireland (3.22 %)

Management fee

0.2 %

0.89 %


Key Summary

DJRE

SWTZ

Issuer

SPDR

AGP

Tracking index

DJ Global Select Real Estate Securities Index (RESI)

Asset class

ETF

ETF

Management fee

0.2 %

0.89 %

Price

$22.09

$2.49

Size

$435.721 million

$60.247 million

10Y return

3.27 %

N/A

Annual distribution/β€Šdividend yield (5Y)

3.58 %

7.00 %

Market

ASX

ASX

First listed date

04/11/2013

24/02/2017

Purchase fee

$6.50

$6.50


Community Stats

DJRE

SWTZ

Popularity

Low

Low

Pearlers invested

118

5

Median incremental investment

$1,043.11

$828.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,009.34

$3,035.31

Average age group

> 35

> 35


Pros and Cons

DJRE

SWTZ

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

DJRE

SWTZ

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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