Compare AU
Compare ERTH 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 ERTH and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ERTH | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 374 | 5 |
Median incremental investment | $601.32 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $941.32 | $1,982.50 |
Average age group | 26 - 35 | > 35 |
Key Summary
ERTH | SWTZ | |
|---|---|---|
Strategy | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. | 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 | CIE DE SAINT-GOBAIN (5.14 %) ECOLAB INC (5.08 %) DSM-FIRMENICH AG (4.97 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Other (56.07 %) Information Technology (10.82 %) Consumer Discretionary (9.83 %) | |
Top 3 countries | United States (40.06 %) China (11.65 %) Denmark (7.67 %) | |
Management fee | 0.55 % | 0.89 % |
Key Summary
ERTH | SWTZ | |
|---|---|---|
Issuer | BetaShares | AGP |
Tracking index | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.89 % |
Price | $9.32 | $2.50 |
Size | $95.069 million | $58.771 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.58 % | 7.16 % |
Market | ASX | ASX |
First listed date | 10/03/2021 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ERTH | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 374 | 5 |
Median incremental investment | $601.32 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $941.32 | $1,982.50 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
ERTH | SWTZ | |
|---|---|---|
Pros |
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Cons |
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ERTH | SWTZ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |