Compare AU

Compare EX20 vs. SWTZ

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

BetaShares Australian Ex-20 Portfolio Diversifier 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 EX20 and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

EX20

SWTZ

Popularity

Low

Low

Pearlers invested

21

5

Median incremental investment

$1,993.50

$828.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,412.72

$1,982.50

Average age group

> 35

> 35


Key Summary

EX20

SWTZ

Strategy

EX20.AX was created on 2016-10-05 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 342.68m in AUM and 180 holdings. EX20.AX aims to track the performance of an index (before fees and expenses) comprising the 180 largest stocks listed on the ASX, after excluding the 20 largest, based on their market capitalisation.

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

SUNCORP GROUP LTD (2.54 %)

COCHLEAR LTD (2.45 %)

BRAMBLES LTD (2.39 %)

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

Top 3 industries

Materials (16.44 %)

Financials (13.89 %)

Industrials (13.22 %)

Top 3 countries

Australia (89.38 %)

United States (5.50 %)

New Zealand (3.83 %)

Management fee

0.25 %

0.89 %


Key Summary

EX20

SWTZ

Issuer

BetaShares

AGP

Tracking index

Nasdaq Australia Completion Cap Index - AUD

Asset class

ETF

ETF

Management fee

0.25 %

0.89 %

Price

$22.17

$2.50

Size

$357.996 million

$58.771 million

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

3.56 %

7.16 %

Market

ASX

ASX

First listed date

07/10/2016

24/02/2017

Purchase fee

$6.50

$6.50


Community Stats

EX20

SWTZ

Popularity

Low

Low

Pearlers invested

21

5

Median incremental investment

$1,993.50

$828.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,412.72

$1,982.50

Average age group

> 35

> 35


Pros and Cons

EX20

SWTZ

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

EX20

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

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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