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Compare NNUK 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 Nanuk New World Fund Active ETF (NNUK) 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
NNUK | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 5 |
Median incremental investment | $1,002.00 | $727.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,230.60 | $679.25 |
Average age group | 26 - 35 | > 35 |
Key Summary
NNUK | SWTZ | |
|---|---|---|
Strategy | NNUK.AX was created on 2015-11-02 by Nanuk. The fund's investment portfolio concentrates primarily on total market equity. The Funds performance objective is to provide investment returns which exceed conventional global equity indices, after management fees, over the long term. | 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 | Vestas Wind Systems AS (4.88 %) NVIDIA Corp (4.82 %) Microsoft Corp (4.82 %) | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) |
Top 3 industries | Information Technology (52.45 %) Industrials (40.19 %) Health Care (7.36 %) | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) |
Top 3 countries | United States (53.12 %) Taiwan (8.79 %) Japan (7.68 %) | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) |
Management fee | 0 % | 0.89 % |
Key Summary
NNUK | SWTZ | |
|---|---|---|
Issuer | Nanuk | AGP |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.89 % |
Price | $2.10 | $2.47 |
Size | N/A | $59.116 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 7.94 % | 5.26 % |
Market | ASX | ASX |
First listed date | 20/03/2022 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
NNUK | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 5 |
Median incremental investment | $1,002.00 | $727.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,230.60 | $679.25 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
NNUK | SWTZ | |
|---|---|---|
Pros |
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Cons |
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NNUK | SWTZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |