Compare AU
Compare PAXX 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 PAXX and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
PAXX | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 6 |
Median incremental investment | $1,021.10 | $727.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $6,195.63 | $1,659.60 |
Average age group | > 35 | > 35 |
Key Summary
PAXX | SWTZ | |
|---|---|---|
Strategy | PAXX.AX was created on 2017-08-17 by Platinum. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The Fund aims to provide capital growth over the long-term by providing exposure to undervalued listed investments in the Asian region excluding Japan. | 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 | Taiwan Semiconductor Manufacturing Co Ltd (8.29 %) JD.com Inc Ordinary Shares - Class A (5.79 %) Tencent Holdings Ltd (5.61 %) | Switzer Dividend Growth Fund - Active ETF (100 %) |
Top 3 industries | Other (33.40 %) Information Technology (28.23 %) Consumer Discretionary (11.99 %) | |
Top 3 countries | China (46.18 %) Korea (17.74 %) Taiwan (10.79 %) | |
Management fee | 1.26 % | 0.89 % |
Key Summary
PAXX | SWTZ | |
|---|---|---|
Issuer | Platinum | AGP |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.26 % | 0.89 % |
Price | $4.89 | $2.40 |
Size | N/A | $58.585 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 5.11 % | 7.17 % |
Market | ASX | ASX |
First listed date | 14/09/2017 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
PAXX | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 6 |
Median incremental investment | $1,021.10 | $727.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $6,195.63 | $1,659.60 |
Average age group | > 35 | > 35 |
Pros and Cons
PAXX | SWTZ | |
|---|---|---|
Pros |
| |
Cons |
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PAXX | SWTZ |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |