Compare AU
Compare IMPQ 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 IMPQ and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IMPQ | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 630 | 5 |
Median incremental investment | $600.00 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $996.30 | $1,974.57 |
Average age group | 26 - 35 | > 35 |
Key Summary
IMPQ | SWTZ | |
|---|---|---|
Strategy | IMPQ.AX was created on 2021-09-29 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to deliver long-term capital growth predominately through investments in Australian and New Zealand listed smaller and mid-cap companies that are Better Future Investments. | 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 | Meridian Energy Ltd (5.73 %) AUB Group Ltd (5.36 %) Chorus Ltd (4.95 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Financials (28.54 %) Real Estate (19.45 %) Other (16.81 %) | |
Top 3 countries | Australia (85.40 %) New Zealand (13.59 %) United States (1.01 %) | |
Management fee | 0.99 % | 0.89 % |
Key Summary
IMPQ | SWTZ | |
|---|---|---|
Issuer | Perennial | AGP |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.89 % |
Price | $4.92 | $2.49 |
Size | N/A | $58.771 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.05 % | 7.16 % |
Market | ASX | ASX |
First listed date | 23/05/2019 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IMPQ | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 630 | 5 |
Median incremental investment | $600.00 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $996.30 | $1,974.57 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IMPQ | SWTZ | |
|---|---|---|
Pros |
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Cons |
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IMPQ | 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 |