Compare AU
Compare QAU 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 QAU and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
QAU | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 5 |
Median incremental investment | $1,004.86 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,551.90 | $1,982.50 |
Average age group | > 35 | > 35 |
Key Summary
QAU | SWTZ | |
|---|---|---|
Strategy | QAU.AX was created on 2011-05-03 by BetaShares. The fund's investment portfolio concentrates primarily on gold commodities. The investment objective of the Fund is to provide an investment return, before fees and expenses, that closely tracks the performance of the price of gold bullion, with a currency hedge against movements in the AUD/USD exchange rate. | SWTZ.AX was created on 2017-02-23 by AGP. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with an income return that exceeds the S&P/ASX 100 Accumulation Index (Index) (after fees) over rolling 12-month periods, while also maintaining a lower level of volatility relative to the Index over rolling 12-month periods. |
Top 3 holdings | LONDON GOLD MARKET FIXING LTD GOLD BULLION GOLD BULLION (98.21 %) AUD - AUSTRALIA DOLLAR (94.44 %) USD - UNITED STATES DOLLAR (-92.65 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Other (66.71 %) Communication Services (33.29 %) | |
Top 3 countries | ||
Management fee | 0.59 % | 0.89 % |
Key Summary
QAU | SWTZ | |
|---|---|---|
Issuer | BetaShares | AGP |
Tracking index | LBMA Gold Price AM ($/ozt) | |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.89 % |
Price | $22.17 | $2.50 |
Size | $692.105 million | $58.771 million |
10Y return | 71.86 % | N/A |
Annual distribution/ dividend yield (5Y) | 1.57 % | 7.16 % |
Market | ASX | ASX |
First listed date | 04/05/2011 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QAU | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 51 | 5 |
Median incremental investment | $1,004.86 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,551.90 | $1,982.50 |
Average age group | > 35 | > 35 |
Pros and Cons
QAU | SWTZ | |
|---|---|---|
Pros |
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Cons |
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QAU | SWTZ |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |