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Compare GNDQ vs. SWTZ

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

BetaShares Wealthbuilder Nasdaq Geared Complex ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares are a popular choice. Two options in the ASX are GNDQ and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

GNDQ

SWTZ

Popularity

Low

Low

Pearlers invested

25

5

Median incremental investment

$2,295.00

$828.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,742.52

$1,982.50

Average age group

> 35

> 35


Key Summary

GNDQ

SWTZ

Strategy

GNDQ.AX was created on 2024-10-11 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Betashares Wealth Builder Nasdaq 100 Geared (30-40% LVR) Complex ETF is to provide geared exposure to the returns of the Nasdaq-100 Index. There is no assurance or guarantee that the returns of the Fund will meet its investment objective.

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 Wealthbuilder Nasdaq Geared Complex ETF (100 %)

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

Top 3 industries

Top 3 countries

Management fee

0 %

0.89 %


Key Summary

GNDQ

SWTZ

Issuer

BetaShares

AGP

Tracking index

Asset class

ETF

ETF

Management fee

0 %

0.89 %

Price

$30.02

$2.49

Size

N/A

$58.771 million

10Y return

N/A

N/A

Annual dividend yield (5Y)

- %

7.16 %

Market

ASX

ASX

First listed date

14/10/2024

24/02/2017

Purchase fee

$6.50

$6.50


Community Stats

GNDQ

SWTZ

Popularity

Low

Low

Pearlers invested

25

5

Median incremental investment

$2,295.00

$828.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,742.52

$1,982.50

Average age group

> 35

> 35


Pros and Cons

GNDQ

SWTZ

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

GNDQ

SWTZ

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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