Compare AU

Compare NDQ vs. SWTZ

Compare shares and ETFs on the ASX that you can trade on Pearler.

NASDAQ US 100

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are NDQ and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

NDQ

SWTZ

Popularity

Medium

Low

Pearlers invested

5,388

5

Median incremental investment

$999.50

$828.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,996.40

$1,982.50

Average age group

26 - 35

> 35


Key Summary

NDQ

SWTZ

Strategy

BetaShares Nasdaq 100 ETF (ASX: NDQ) seeks to track the performance of the NASDAQ 100 index before account fees, expenses and taxes. The index tracks 100 of the largest non-financial companies listed on the NASDAQ market.

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

APPLE INC (9.02 %)

MICROSOFT CORP (8.37 %)

NVIDIA CORP (7.79 %)

Switzer Dividend Growth Fund (Managed Fund) (100 %)

Top 3 industries

Information Technology (51.40 %)

Consumer Discretionary (12.87 %)

Communication Services (12.06 %)

Top 3 countries

United States (97.15 %)

Netherlands (0.92 %)

Brazil (0.69 %)

Management fee

0.48 %

0.89 %


Key Summary

NDQ

SWTZ

Issuer

BetaShares

AGP

Tracking index

NASDAQ 100 Index

Asset class

ETF

ETF

Management fee

0.48 %

0.89 %

Price

$50.40

$2.50

Size

$5.516 billion

$58.771 million

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

2.91 %

7.16 %

Market

ASX

ASX

First listed date

26/05/2015

24/02/2017

Purchase fee

$6.50

$6.50


Community Stats

NDQ

SWTZ

Popularity

Medium

Low

Pearlers invested

5,388

5

Median incremental investment

$999.50

$828.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,996.40

$1,982.50

Average age group

26 - 35

> 35


Pros and Cons

NDQ

SWTZ

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

NDQ

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

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