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Compare ETPMPT 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 ETPMPT and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ETPMPT | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 5 |
Median incremental investment | $1,997.50 | $727.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,828.80 | $679.25 |
Average age group | > 35 | > 35 |
Key Summary
ETPMPT | SWTZ | |
|---|---|---|
Strategy | ETPMPT.AX was created on 2009-01-02 by ETFS. The fund's investment portfolio concentrates primarily on platinum commodities. ETFS Physical Platinum (ETPMPT.AX) is designed to offer investors a simple, cost-efficient and secure way to access physical platinum by providing a return equivalent to the movements in the platinum spot price less the applicable management fee. | 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 | Global X Metal Securities Australia Limited (100 %) | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | |
Top 3 countries | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) | |
Management fee | 0.49 % | 0.89 % |
Key Summary
ETPMPT | SWTZ | |
|---|---|---|
Issuer | ETFS | AGP |
Tracking index | LBMA Platinum Spot Price AUD | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.89 % |
Price | $282.88 | $2.47 |
Size | $112.667 million | $59.116 million |
10Y return | 122.86 % | N/A |
Annual dividend/βdistribution yield (5Y) | - % | 5.26 % |
Market | ASX | ASX |
First listed date | 30/01/2009 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ETPMPT | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 45 | 5 |
Median incremental investment | $1,997.50 | $727.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,828.80 | $679.25 |
Average age group | > 35 | > 35 |
Pros and Cons
ETPMPT | SWTZ | |
|---|---|---|
Pros |
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Cons |
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ETPMPT | SWTZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |