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Compare HVST 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Betashares Australian Dividend Harvester Active ETF (HVST) and the Switzer Dividend Growth Fund - Active ETF (SWTZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
HVST | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 67 | 6 |
Median incremental investment | $990.45 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,146.56 | $2,478.18 |
Average age group | > 35 | > 35 |
Key Summary
HVST | SWTZ | |
|---|---|---|
Strategy | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. | 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 | SPI 200 FUTURES DEC25 (0 %) BETASHARES AUSTRALIA 200 ETF (24.79 %) BHP GROUP LTD (8.56 %) | BHP Group Ltd (6.64 %) National Australia Bank Ltd (6.09 %) Westpac Banking Corp (5.85 %) |
Top 3 industries | Other (50.68 %) Financials (12.82 %) Health Care (6.32 %) | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) |
Top 3 countries | Australia (97.05 %) United States (2.00 %) United Kingdom of Great Britain and Northern Ireland (0.56 %) | |
Management fee | 0.65 % | 0.89 % |
Key Summary
HVST | SWTZ | |
|---|---|---|
Issuer | BetaShares | AGP |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.89 % |
Price | $13.78 | $2.45 |
Size | $274.539 million | $60.107 million |
10Y return | -35.15 % | N/A |
Annual distribution yield (5Y) | 5.39 % | 5.22 % |
Market | ASX | ASX |
First listed date | 03/11/2014 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HVST | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 67 | 6 |
Median incremental investment | $990.45 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,146.56 | $2,478.18 |
Average age group | > 35 | > 35 |
Pros and Cons
HVST | SWTZ | |
|---|---|---|
Pros |
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Cons |
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HVST | 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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |