Compare AU
Compare GLDN 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 GLDN and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GLDN | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 5 |
Median incremental investment | $2,000.00 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,600.84 | $1,982.50 |
Average age group | 26 - 35 | > 35 |
Key Summary
GLDN | SWTZ | |
|---|---|---|
Strategy | GLDN.AX was created on 2023-10-27 by iShares. The fund's investment portfolio concentrates primarily on gold commodities. The Fund aims to provide investors with the performance of the spot price of gold, before fees and expenses. | 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 | iShares Physical Gold ETF (100 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.18 % | 0.89 % |
Key Summary
GLDN | SWTZ | |
|---|---|---|
Issuer | iShares | AGP |
Tracking index | LBMA Gold Price PM | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.89 % |
Price | $33.74 | $2.50 |
Size | $196.719 million | $58.771 million |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | - % | 7.16 % |
Market | ASX | ASX |
First listed date | 31/10/2023 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GLDN | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 5 |
Median incremental investment | $2,000.00 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,600.84 | $1,982.50 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
GLDN | SWTZ | |
|---|---|---|
Pros |
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Cons |
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GLDN | SWTZ |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |