Compare AU

Compare GHHF vs. SWTZ

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

BetaShares Wealthbuilder All Gr 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 GHHF and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

GHHF

SWTZ

Popularity

Low

Low

Pearlers invested

98

5

Median incremental investment

$2,030.34

$828.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,654.65

$1,974.57

Average age group

26 - 35

> 35


Key Summary

GHHF

SWTZ

Strategy

GHHF.AX was created on 2024-04-19 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. GHHF.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 a diversified portfolio of Australian and global equities.

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 GLOBAL SHARES ETF (56.27 %)

BETASHARES AUSTRALIA 200 ETF (54.71 %)

BETASHARES GLOBAL SHARES ETF C (29.16 %)

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

Top 3 industries

Top 3 countries

Management fee

0.35 %

0.89 %


Key Summary

GHHF

SWTZ

Issuer

BetaShares

AGP

Tracking index

Asset class

ETF

ETF

Management fee

0.35 %

0.89 %

Price

$30.03

$2.49

Size

N/A

$58.771 million

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

0.23 %

7.16 %

Market

ASX

ASX

First listed date

22/04/2024

24/02/2017

Purchase fee

$6.50

$6.50


Community Stats

GHHF

SWTZ

Popularity

Low

Low

Pearlers invested

98

5

Median incremental investment

$2,030.34

$828.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$4,654.65

$1,974.57

Average age group

26 - 35

> 35


Pros and Cons

GHHF

SWTZ

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

GHHF

SWTZ

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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