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Compare HLTH 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 HLTH and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HLTH | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 57 | 6 |
Median incremental investment | $545.10 | $727.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,524.56 | $1,687.26 |
Average age group | > 35 | > 35 |
Key Summary
HLTH | SWTZ | |
|---|---|---|
Strategy | HLTH.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on health care equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in 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 | Hims & Hers Health Inc Ordinary Shares - Class A (3.17 %) Corcept Therapeutics Inc (2.67 %) Tenet Healthcare Corp (2.58 %) | Switzer Dividend Growth Fund - Active ETF (100 %) |
Top 3 industries | Health Care (100.00 %) Other (9.10 %) | |
Top 3 countries | United States (68.78 %) Japan (13.50 %) Denmark (7.34 %) | |
Management fee | 0.45 % | 0.89 % |
Key Summary
HLTH | SWTZ | |
|---|---|---|
Issuer | VanEck | AGP |
Tracking index | MarketGrader Developed Markets ex-Australia Health Care Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.45 % | 0.89 % |
Price | $11.22 | $2.42 |
Size | $50.589 million | $60.646 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.58 % | 7.28 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HLTH | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 57 | 6 |
Median incremental investment | $545.10 | $727.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,524.56 | $1,687.26 |
Average age group | > 35 | > 35 |
Pros and Cons
HLTH | SWTZ | |
|---|---|---|
Pros |
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Cons |
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HLTH | SWTZ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |