Compare AU
Compare GPEQ 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 GPEQ and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GPEQ | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 30 | 5 |
Median incremental investment | $795.59 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,998.95 | $1,982.50 |
Average age group | > 35 | > 35 |
Key Summary
GPEQ | SWTZ | |
|---|---|---|
Strategy | GPEQ.AX was created on 2021-11-23 by VanEck. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 39.71m in AUM and 51 holdings. GPEQ.AX gives investors a diversified portfolio of the 50 largest and most liquid global listed private equity companies. GPEQ.AX aims to provide investment returns before fees and other costs which track the performance of the Index. | 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 | Blackstone Inc (9.71 %) Apollo Global Management Inc Class A (9.28 %) KKR & Co Inc Ordinary Shares (9.23 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Financials (100.00 %) | |
Top 3 countries | United States (70.14 %) Switzerland (8.64 %) Sweden (6.30 %) | |
Management fee | 0.65 % | 0.89 % |
Key Summary
GPEQ | SWTZ | |
|---|---|---|
Issuer | VanEck | AGP |
Tracking index | LPX 50 Index | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.89 % |
Price | $26.13 | $2.50 |
Size | $43.162 million | $58.771 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 1.49 % | 7.16 % |
Market | ASX | ASX |
First listed date | 24/11/2021 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GPEQ | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 30 | 5 |
Median incremental investment | $795.59 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,998.95 | $1,982.50 |
Average age group | > 35 | > 35 |
Pros and Cons
GPEQ | SWTZ | |
|---|---|---|
Pros |
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Cons |
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GPEQ | 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 |