Compare AU
Compare ROYL 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 ROYL and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ROYL | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 5 |
Median incremental investment | $700.30 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,618.54 | $1,946.82 |
Average age group | > 35 | > 35 |
Key Summary
ROYL | SWTZ | |
|---|---|---|
Strategy | ROYL.AX was created on 2022-09-09 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global Royalties Index (the Index), before taking into account fees and expenses. | 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 | ARM HOLDINGS PLC (12.89 %) WHEATON PRECIOUS METALS CORP (11.03 %) TEXAS PACIFIC LAND CORP (10.48 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Other (49.57 %) Information Technology (17.42 %) Energy (14.55 %) | |
Top 3 countries | United States (41.70 %) Canada (31.36 %) United Kingdom of Great Britain and Northern Ireland (10.92 %) | |
Management fee | 0.69 % | 0.89 % |
Key Summary
ROYL | SWTZ | |
|---|---|---|
Issuer | BetaShares | AGP |
Tracking index | Solactive Global Royalties Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.69 % | 0.89 % |
Price | $10.51 | $2.46 |
Size | $10.820 million | $58.771 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 1.27 % | 7.16 % |
Market | ASX | ASX |
First listed date | 12/09/2022 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ROYL | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 5 |
Median incremental investment | $700.30 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,618.54 | $1,946.82 |
Average age group | > 35 | > 35 |
Pros and Cons
ROYL | SWTZ | |
|---|---|---|
Pros |
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Cons |
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ROYL | 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 |