Compare AU
Compare HYGG 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 HYGG and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HYGG | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 5 |
Median incremental investment | $1,004.25 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $7,079.52 | $1,974.57 |
Average age group | > 35 | > 35 |
Key Summary
HYGG | SWTZ | |
|---|---|---|
Strategy | HYGG.AX was created on 2014-06-01 by Hyperion. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to achieve long-term returns above the benchmark, and minimise the risk of permanent capital loss | 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 | Tesla Inc (12.60 %) ServiceNow Inc (9.55 %) Amazon.com Inc (8.96 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Information Technology (36.34 %) Consumer Discretionary (28.41 %) Communication Services (16.43 %) | |
Top 3 countries | United States (87.99 %) Netherlands (6.45 %) France (5.56 %) | |
Management fee | 0.7 % | 0.89 % |
Key Summary
HYGG | SWTZ | |
|---|---|---|
Issuer | Hyperion | AGP |
Tracking index | MSCI World Index | |
Asset class | ETF | ETF |
Management fee | 0.7 % | 0.89 % |
Price | $6.86 | $2.49 |
Size | N/A | $58.771 million |
10Y return | 529.47 % | N/A |
Annual distribution/ dividend yield (5Y) | - % | 7.16 % |
Market | ASX | ASX |
First listed date | 21/03/2021 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
HYGG | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 50 | 5 |
Median incremental investment | $1,004.25 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $7,079.52 | $1,974.57 |
Average age group | > 35 | > 35 |
Pros and Cons
HYGG | SWTZ | |
|---|---|---|
Pros |
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Cons |
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HYGG | 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 |