Compare AU
Compare OZF 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 OZF and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
OZF | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 5 |
Median incremental investment | $523.50 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,015.70 | $1,982.50 |
Average age group | > 35 | > 35 |
Key Summary
OZF | SWTZ | |
|---|---|---|
Strategy | OZF.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 35.89m in AUM and 32 holdings. The SPDR S&P/ASX 200 Financials EX A-REIT Fund seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Financials Ex A-REIT Index. | 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 | Commonwealth Bank of Australia (31.02 %) National Australia Bank Ltd (13.89 %) Westpac Banking Corp (13.22 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Financials (100.00 %) Other (4.52 %) | |
Top 3 countries | Australia (99.41 %) United States (0.59 %) | |
Management fee | 0.4 % | 0.89 % |
Key Summary
OZF | SWTZ | |
|---|---|---|
Issuer | SPDR | AGP |
Tracking index | S&P/ASX 200 Financials Ex-A-REIT - AUD | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.89 % |
Price | $28.97 | $2.49 |
Size | $44.595 million | $58.771 million |
10Y return | 39.08 % | N/A |
Annual distribution/ dividend yield (5Y) | 5.17 % | 7.16 % |
Market | ASX | ASX |
First listed date | 13/04/2011 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZF | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 5 |
Median incremental investment | $523.50 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,015.70 | $1,982.50 |
Average age group | > 35 | > 35 |
Pros and Cons
OZF | SWTZ | |
|---|---|---|
Pros |
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Cons |
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OZF | SWTZ |
|---|---|
Higher exposure to AU market | Lower 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 |
Lower distribution yield | Higher distribution yield |