Compare AU
Compare GROW 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 GROW and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
GROW | SWTZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 5 |
Median incremental investment | $0 | $828.50 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $1,982.50 |
Average age group | N/A | > 35 |
Key Summary
GROW | SWTZ | |
|---|---|---|
Strategy | GROW.AX was created on 2016-08-09 by Schroder. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. Schroder Investment Management Australia Lim | 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 | Schroder Real Return (Managed Fund) (100 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | United States (51.79 %) Australia (19.91 %) Japan (8.50 %) | |
Management fee | 0.84 % | 0.89 % |
Key Summary
GROW | SWTZ | |
|---|---|---|
Issuer | Schroder | AGP |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.84 % | 0.89 % |
Price | $3.86 | $2.50 |
Size | $56.823 million | $58.771 million |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 3.83 % | 7.16 % |
Market | ASX | ASX |
First listed date | 16/08/2016 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GROW | SWTZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 5 |
Median incremental investment | $0 | $828.50 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $1,982.50 |
Average age group | N/A | > 35 |
Pros and Cons
GROW | SWTZ | |
|---|---|---|
Pros |
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Cons |
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GROW | SWTZ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |