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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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the VanEck Morningstar Wide Moat ETF (MOAT) 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
MOAT | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 554 | 6 |
Median incremental investment | $1,000.00 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,213.77 | $2,478.18 |
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 | Applied Materials Inc (3.43 %) Thermo Fisher Scientific Inc (3.10 %) Huntington Ingalls Industries Inc (3.00 %) | BHP Group Ltd (6.64 %) National Australia Bank Ltd (6.09 %) Westpac Banking Corp (5.85 %) |
Top 3 industries | Industrials (30.90 %) Information Technology (30.56 %) Other (18.38 %) | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) |
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 | $128.90 | $2.45 |
Size | $1.003 billion | $60.107 million |
10Y return | 200.19 % | N/A |
Annual distribution yield (5Y) | 4.86 % | 5.22 % |
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 | 554 | 6 |
Median incremental investment | $1,000.00 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,213.77 | $2,478.18 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | SWTZ | |
|---|---|---|
Pros |
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Cons |
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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 |