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Compare GLOB 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Barrow Hanley Global Share Active ETF (GLOB) and the Switzer Dividend Growth Fund - Active ETF (SWTZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GLOB | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 6 |
Median incremental investment | $1,500.00 | $828.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $8,825.85 | $2,468.06 |
Average age group | > 35 | > 35 |
Key Summary
GLOB | SWTZ | |
|---|---|---|
Strategy | GLOB.AX was created on 2022-06-06 by Barrow Hanley. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with long-term capital growth through investment in quality global shares and to outperform the MSCI World Net Total Return Index (AUD) (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 | Bank of Nova Scotia (3.33 %) Standard Chartered PLC (2.77 %) Sanofi SA (2.55 %) | BHP Group Ltd (6.64 %) National Australia Bank Ltd (6.09 %) Westpac Banking Corp (5.85 %) |
Top 3 industries | Health Care (22.78 %) Financials (21.23 %) Industrials (19.81 %) | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) |
Top 3 countries | United States (51.22 %) France (7.50 %) Canada (7.35 %) | |
Management fee | 0.99 % | 0.89 % |
Key Summary
GLOB | SWTZ | |
|---|---|---|
Issuer | Barrow Hanley | AGP |
Tracking index | MSCI World Index | |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.89 % |
Price | $4.95 | $2.44 |
Size | N/A | $60.107 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.39 % | 5.22 % |
Market | ASX | ASX |
First listed date | 05/06/2022 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GLOB | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 6 |
Median incremental investment | $1,500.00 | $828.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $8,825.85 | $2,468.06 |
Average age group | > 35 | > 35 |
Pros and Cons
GLOB | SWTZ | |
|---|---|---|
Pros |
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Cons |
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GLOB | SWTZ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |