Compare AU
Compare GOAT 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 and ETFs are a popular choice. Two options in the ASX are GOAT and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GOAT | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 5 |
Median incremental investment | $685.44 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,610.38 | $1,974.57 |
Average age group | > 35 | > 35 |
Key Summary
GOAT | SWTZ | |
|---|---|---|
Strategy | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 41.83m in AUM and 63 holdings. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. | 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 | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Financials (39.75 %) Industrials (29.97 %) Other (27.20 %) | |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | |
Management fee | 0.55 % | 0.89 % |
Key Summary
GOAT | SWTZ | |
|---|---|---|
Issuer | VanEck | AGP |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.89 % |
Price | $27.77 | $2.49 |
Size | $41.040 million | $58.771 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.60 % | 7.16 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GOAT | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 5 |
Median incremental investment | $685.44 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,610.38 | $1,974.57 |
Average age group | > 35 | > 35 |
Pros and Cons
GOAT | SWTZ | |
|---|---|---|
Pros |
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Cons |
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GOAT | SWTZ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |