Compare AU
Compare SFY 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 SFY and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SFY | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 5 |
Median incremental investment | $550.00 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,233.87 | $1,982.50 |
Average age group | 26 - 35 | > 35 |
Key Summary
SFY | SWTZ | |
|---|---|---|
Strategy | SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 761.73m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs. | 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 | Commonwealth Bank of Australia (12.91 %) BHP Group Ltd (9.88 %) CSL Ltd (6.70 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Financials (55.98 %) Materials (16.71 %) Health Care (11.33 %) | |
Top 3 countries | Australia (95.68 %) United States (2.73 %) New Zealand (1.11 %) | |
Management fee | 0.2 % | 0.89 % |
Key Summary
SFY | SWTZ | |
|---|---|---|
Issuer | SPDR | AGP |
Tracking index | S&P/ASX 50 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.89 % |
Price | $74.41 | $2.50 |
Size | $786.221 million | $58.771 million |
10Y return | 42.99 % | N/A |
Annual distribution/ dividend yield (5Y) | 5.79 % | 7.16 % |
Market | ASX | ASX |
First listed date | 27/08/2001 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SFY | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 16 | 5 |
Median incremental investment | $550.00 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,233.87 | $1,982.50 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SFY | SWTZ | |
|---|---|---|
Pros |
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Cons |
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SFY | 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 |