Compare AU
Compare QSML 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 QSML and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
QSML | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 89 | 5 |
Median incremental investment | $1,000.00 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,960.80 | $1,974.57 |
Average age group | > 35 | > 35 |
Key Summary
QSML | SWTZ | |
|---|---|---|
Strategy | QSML.AX was created on 2021-03-08 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. The Fund gives investors a diversified portfolio of 150 international developed market small-cap quality growth companies having durable business models and sustainable competitive advantages. | 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 | Comfort Systems USA Inc (1.73 %) Toll Brothers Inc (1.38 %) Casey's General Stores Inc (1.32 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Industrials (37.13 %) Other (21.00 %) Consumer Staples (17.12 %) | |
Top 3 countries | United States (81.64 %) United Kingdom of Great Britain and Northern Ireland (8.09 %) Japan (2.80 %) | |
Management fee | 0.59 % | 0.89 % |
Key Summary
QSML | SWTZ | |
|---|---|---|
Issuer | VanEck | AGP |
Tracking index | MSCI World ex Australia Small Cap Quality 150 Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.89 % |
Price | $31.80 | $2.49 |
Size | $1.449 billion | $58.771 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 1.08 % | 7.16 % |
Market | ASX | ASX |
First listed date | 09/03/2021 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
QSML | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 89 | 5 |
Median incremental investment | $1,000.00 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,960.80 | $1,974.57 |
Average age group | > 35 | > 35 |
Pros and Cons
QSML | SWTZ | |
|---|---|---|
Pros |
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Cons |
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QSML | 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 |