Compare AU
Compare QLTY 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 QLTY and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
QLTY | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 95 | 5 |
Median incremental investment | $1,231.00 | $727.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,060.23 | $1,942.85 |
Average age group | > 35 | > 35 |
Key Summary
QLTY | SWTZ | |
|---|---|---|
Strategy | QLTY.AX was created on 2018-11-05 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. QLTY.AX aims to track an index (before fees and expenses) that comprises 150 global companies (ex-Australia) ranked by highest quality score | 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 | ARISTA NETWORKS INC (2.16 %) VISA INC (2.09 %) CISCO SYSTEMS INC (2.08 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Other (32.49 %) Information Technology (27.42 %) Industrials (11.05 %) | |
Top 3 countries | United States (67.42 %) Japan (10.43 %) Switzerland (4.55 %) | |
Management fee | 0.35 % | 0.89 % |
Key Summary
QLTY | SWTZ | |
|---|---|---|
Issuer | BetaShares | AGP |
Tracking index | iSTOXX MUTB Global ex-Australia Quality Leaders Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.89 % |
Price | $31.43 | $2.45 |
Size | $698.714 million | $58.771 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.61 % | 7.16 % |
Market | ASX | ASX |
First listed date | 07/11/2018 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QLTY | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 95 | 5 |
Median incremental investment | $1,231.00 | $727.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,060.23 | $1,942.85 |
Average age group | > 35 | > 35 |
Pros and Cons
QLTY | SWTZ | |
|---|---|---|
Pros |
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Cons |
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QLTY | SWTZ |
|---|---|
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 |