Compare AU
Compare EX20 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 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 | 22 | 5 |
Median incremental investment | $1,993.50 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,584.46 | $1,946.82 |
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. 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 | $21.79 | $2.46 |
Size | $370.934 million | $58.771 million |
10Y return | N/A | N/A |
Annual distribution/ dividend 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 | 22 | 5 |
Median incremental investment | $1,993.50 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,584.46 | $1,946.82 |
Average age group | > 35 | > 35 |
Pros and Cons
EX20 | SWTZ | |
|---|---|---|
Pros |
|
|
Cons |
|
|
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 |