Compare AU

Compare ETPMPT vs. SWTZ

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

Physical Platinum

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares 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

8

5

Median incremental investment

$575.00

$828.50

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$3,883.70

$1,974.57

Average age group

26 - 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

Physical Platinum (100 %)

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

Top 3 industries

Top 3 countries

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

$136.27

$2.49

Size

$22.006 million

$58.771 million

10Y return

-3.50 %

N/A

Annual dividend yield (5Y)

- %

7.16 %

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

8

5

Median incremental investment

$575.00

$828.50

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$3,883.70

$1,974.57

Average age group

26 - 35

> 35


Pros and Cons

ETPMPT

SWTZ

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

ETPMPT

SWTZ

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

Home