Compare AU
Compare HQUS 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 HQUS and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HQUS | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 5 |
Median incremental investment | $856.94 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $856.14 | $1,982.50 |
Average age group | > 35 | > 35 |
Key Summary
HQUS | SWTZ | |
|---|---|---|
Strategy | HQUS.AX was created on 2024-07-10 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HQUS.AX aims to track the performance of the S&P 500 Equal Weight AUD Hedged Index NTR. | 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 | BetaShares S&P 500 Equal Weight Currency Hedged ETF (100 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.29 % | 0.89 % |
Key Summary
HQUS | SWTZ | |
|---|---|---|
Issuer | BetaShares | AGP |
Tracking index | S&P 500 Equal Weight AUD Hedged Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.89 % |
Price | $44.71 | $2.50 |
Size | N/A | $58.771 million |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | - % | 7.16 % |
Market | ASX | ASX |
First listed date | 11/07/2024 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HQUS | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 5 |
Median incremental investment | $856.94 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $856.14 | $1,982.50 |
Average age group | > 35 | > 35 |
Pros and Cons
HQUS | SWTZ | |
|---|---|---|
Pros |
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Cons |
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HQUS | SWTZ |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |