Compare AU
Compare MOAT 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 MOAT and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MOAT | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 523 | 5 |
Median incremental investment | $1,000.00 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,447.74 | $1,982.50 |
Average age group | > 35 | > 35 |
Key Summary
MOAT | SWTZ | |
|---|---|---|
Strategy | The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes. | 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 | Salesforce Inc (3.26 %) Bristol-Myers Squibb Co (2.95 %) Autodesk Inc (2.90 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Other (23.89 %) Health Care (21.03 %) Information Technology (20.60 %) | |
Top 3 countries | United States (98.74 %) Netherlands (1.26 %) | |
Management fee | 0.49 % | 0.89 % |
Key Summary
MOAT | SWTZ | |
|---|---|---|
Issuer | VanEck | AGP |
Tracking index | Morningstar Wide Moat Focus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.89 % |
Price | $134.53 | $2.50 |
Size | $1.007 billion | $58.771 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 3.81 % | 7.16 % |
Market | ASX | ASX |
First listed date | 26/06/2015 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOAT | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 523 | 5 |
Median incremental investment | $1,000.00 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,447.74 | $1,982.50 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | SWTZ | |
|---|---|---|
Pros |
|
|
Cons |
|
|
MOAT | 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 |