Compare AU

Compare NNWH vs. SWTZ

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

Nanuk New World Fund (Currency Hedged) Active ETF

ASX

Buy

Buy

Overview
Performance

Overview

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

Community Stats

NNWH

SWTZ

Popularity

Low

Low

Pearlers invested

1

5

Median incremental investment

$501.00

$828.50

Median investment frequency

Daily

Fortnightly

Median total investment

$503.10

$1,982.50

Average age group

> 35

> 35


Key Summary

NNWH

SWTZ

Strategy

N/A

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

Nanuk New World Fund (Currency Hedged) Active ETF (100 %)

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

Top 3 industries

Top 3 countries

Management fee

0 %

0.89 %


Key Summary

NNWH

SWTZ

Issuer

AGP

Tracking index

Asset class

Stock

ETF

Management fee

0 %

0.89 %

Price

$1.17

$2.50

Size

N/A

$58.771 million

10Y return

N/A

N/A

Annual dividend yield (5Y)

- %

7.16 %

Market

ASX

ASX

First listed date

29/09/2024

24/02/2017

Purchase fee

$6.50

$6.50


Community Stats

NNWH

SWTZ

Popularity

Low

Low

Pearlers invested

1

5

Median incremental investment

$501.00

$828.50

Median investment frequency

Daily

Fortnightly

Median total investment

$503.10

$1,982.50

Average age group

> 35

> 35


Pros and Cons

NNWH

SWTZ

Pros

  • Higher price growth

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

  • Lower price growth

NNWH

SWTZ

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Higher price growth

Lower price growth

Lower dividend/distribution yield

Higher dividend/distribution yield

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