Compare AU
Compare HJZP 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 HJZP and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HJZP | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 5 |
Median incremental investment | $719.64 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,522.83 | $1,998.36 |
Average age group | 26 - 35 | > 35 |
Key Summary
HJZP | SWTZ | |
|---|---|---|
Strategy | HJZP.AX was created on 2022-10-17 by M&G . The fund's investment portfolio concentrates primarily on real estate equity. The Funds investment approach is to research, screen, and then select quality investments, across Australian and international Real Estate Investment Trusts (REITS). | 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 | Digital Realty Trust Inc (19.34 %) American Homes 4 Rent Class A (9.39 %) Dexus Industria REIT (8.28 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Real Estate (100.00 %) Other (16.15 %) | |
Top 3 countries | United States (61.96 %) Australia (23.42 %) Mexico (8.16 %) | |
Management fee | 1.5 % | 0.89 % |
Key Summary
HJZP | SWTZ | |
|---|---|---|
Issuer | M&G | AGP |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 1.5 % | 0.89 % |
Price | $0.865 | $2.52 |
Size | N/A | $58.771 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.16 % | 7.16 % |
Market | ASX | ASX |
First listed date | 16/10/2022 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HJZP | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 5 |
Median incremental investment | $719.64 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,522.83 | $1,998.36 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
HJZP | SWTZ | |
|---|---|---|
Pros |
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Cons |
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HJZP | SWTZ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |