Compare AU
Compare HEUR 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 HEUR and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HEUR | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 5 |
Median incremental investment | $1,226.66 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,257.29 | $1,982.50 |
Average age group | 26 - 35 | > 35 |
Key Summary
HEUR | SWTZ | |
|---|---|---|
Strategy | HEUR.AX was created on 2016-05-10 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars. | 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 | ASML HOLDING NV (9.15 %) SAP SE (4.47 %) LVMH MOET HENNESSY LOUIS VUITT (4.21 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Other (99.49 %) Consumer Discretionary (6.36 %) Financials (4.65 %) | |
Top 3 countries | France (31.14 %) Germany (29.68 %) Netherlands (15.99 %) | |
Management fee | 0.56 % | 0.89 % |
Key Summary
HEUR | SWTZ | |
|---|---|---|
Issuer | BetaShares | AGP |
Tracking index | S&P Eurozone Exporters AUD Hedged Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.56 % | 0.89 % |
Price | $14.51 | $2.50 |
Size | $53.415 million | $58.771 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 5.82 % | 7.16 % |
Market | ASX | ASX |
First listed date | 12/05/2016 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HEUR | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 5 |
Median incremental investment | $1,226.66 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,257.29 | $1,982.50 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HEUR | SWTZ | |
|---|---|---|
Pros |
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Cons |
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HEUR | 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 |