Compare AU
Compare G200 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 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 | |
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Pros |
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Cons |
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G200 | SWTZ |
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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 |