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Compare SWTZ vs. A200
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 Switzer Dividend Growth Fund - Active ETF (SWTZ) and the Betashares Australia 200 ETF (A200). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | A200 | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 6 | 6,273 |
Median incremental investment | $930.00 | $1,062.20 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,478.18 | $3,847.48 |
Average age group | > 35 | 26 - 35 |
Key Summary
SWTZ | A200 | |
|---|---|---|
Strategy | 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. | BetaShares Australia 200 ETF (ASX: A200) seeks to track the performance of the Solactive Australia 200 index before account fees, expenses, and taxes. The index tracks the largest 200 companies on the Australian Securities Exchange (ASX). |
Top 3 holdings | BHP Group Ltd (6.64 %) National Australia Bank Ltd (6.09 %) Westpac Banking Corp (5.85 %) | SPI 200 FUTURES DEC25 (0 %) COMMONWEALTH BANK OF AUSTRALIA (10.54 %) BHP GROUP LTD (7.53 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | Financials (33.65 %) Materials (17.69 %) Health Care (8.32 %) |
Top 3 countries | Australia (95.07 %) United States (3.04 %) New Zealand (1.41 %) | |
Management fee | 0.89 % | 0.04 % |
Key Summary
SWTZ | A200 | |
|---|---|---|
Issuer | AGP | BetaShares |
Tracking index | Solactive Australia 200 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.04 % |
Price | $2.45 | $147.98 |
Size | $59.051 million | $8.363 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.18 % | 3.88 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 08/05/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | A200 | |
|---|---|---|
Popularity | Low | Medium |
Pearlers invested | 6 | 6,273 |
Median incremental investment | $930.00 | $1,062.20 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,478.18 | $3,847.48 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SWTZ | A200 | |
|---|---|---|
Pros |
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Cons |
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SWTZ | A200 |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |