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Compare QFN 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 Betashares Australian Financials Sector ETF (QFN) 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
QFN | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 32 | 6 |
Median incremental investment | $770.00 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,281.49 | $2,478.18 |
Average age group | > 35 | > 35 |
Key Summary
QFN | SWTZ | |
|---|---|---|
Strategy | QFN.AX was created on 2010-12-10 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. QFN.AX aims to track the performance of an index (before fees and expenses) comprising the largest ASX-listed companies in the financial sector, including the Big 4 banks and insurance companies but excluding Real Estate Investment Trusts. | 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 | S&P/ASX200 F-REIT DEC25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (29.57 %) WESTPAC BANKING CORP (14.87 %) | BHP Group Ltd (6.64 %) National Australia Bank Ltd (6.09 %) Westpac Banking Corp (5.85 %) |
Top 3 industries | Financials (98.17 %) Communication Services (2.56 %) Other (1.83 %) | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) |
Top 3 countries | Australia (99.69 %) United States (0.31 %) | |
Management fee | 0.34 % | 0.89 % |
Key Summary
QFN | SWTZ | |
|---|---|---|
Issuer | BetaShares | AGP |
Tracking index | Solactive Australia Financials Ex-REITs Sector Index | |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.89 % |
Price | $18.08 | $2.45 |
Size | $72.464 million | $60.107 million |
10Y return | 63.47 % | N/A |
Annual distribution yield (5Y) | 2.99 % | 5.22 % |
Market | ASX | ASX |
First listed date | 15/12/2010 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QFN | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 32 | 6 |
Median incremental investment | $770.00 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,281.49 | $2,478.18 |
Average age group | > 35 | > 35 |
Pros and Cons
QFN | SWTZ | |
|---|---|---|
Pros |
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Cons |
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QFN | 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 |