Compare AU

Compare G200 vs. SWTZ

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

BetaShares Wealthbuilder Aus200 Geared Complex 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 G200 and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

G200

SWTZ

Popularity

Low

Low

Pearlers invested

20

4

Median incremental investment

$2,423.00

$727.00

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$9,213.12

$2,320.04

Average age group

> 35

> 35


Key Summary

G200

SWTZ

Strategy

G200.AX was created on 2024-04-19 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. G200.AX seeks to help investors build long-term wealth by providing a cost-effective way to benefit from moderately geared exposure to the returns of the broad Australian sharemarket.

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

BETASHARES AUSTRALIA 200 ETF (150.39 %)

AUD - AUSTRALIA DOLLAR (-50.39 %)

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

Top 3 industries

Top 3 countries

Australia (74.90 %)

Management fee

0.35 %

0.89 %


Key Summary

G200

SWTZ

Issuer

BetaShares

AGP

Tracking index

Asset class

ETF

ETF

Management fee

0.35 %

0.89 %

Price

$27.83

$2.47

Size

$7.149 million

N/A

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

0.15 %

7.06 %

Market

ASX

ASX

First listed date

22/04/2024

24/02/2017

Purchase fee

$6.50

$6.50


Community Stats

G200

SWTZ

Popularity

Low

Low

Pearlers invested

20

4

Median incremental investment

$2,423.00

$727.00

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$9,213.12

$2,320.04

Average age group

> 35

> 35


Pros and Cons

G200

SWTZ

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

G200

SWTZ

Higher exposure to AU market

Lower exposure to AU market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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