Compare AU
Compare GIVE 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 are a popular choice. Two options in the ASX are GIVE and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GIVE | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 5 |
Median incremental investment | $523.25 | $828.50 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $807.50 | $1,982.50 |
Average age group | 26 - 35 | > 35 |
Key Summary
GIVE | SWTZ | |
|---|---|---|
Strategy | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. | 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 | Perpetual Esg Australian Share Fund (Managed Fund) (100 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.65 % | 0.89 % |
Key Summary
GIVE | SWTZ | |
|---|---|---|
Issuer | Perpetual | AGP |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.89 % |
Price | $3.20 | $2.50 |
Size | N/A | $58.771 million |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 5.50 % | 7.16 % |
Market | ASX | ASX |
First listed date | 28/11/2021 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GIVE | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 5 |
Median incremental investment | $523.25 | $828.50 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $807.50 | $1,982.50 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GIVE | SWTZ | |
|---|---|---|
Pros |
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Cons |
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GIVE | SWTZ |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |