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Compare SWTZ vs. ATOM
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 Global X Uranium ETF (ATOM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | ATOM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 129 |
Median incremental investment | $687.17 | $1,002.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,157.50 | $2,711.61 |
Average age group | > 35 | > 35 |
Key Summary
SWTZ | ATOM | |
|---|---|---|
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. | ATOM.AX was created on 2022-12-07 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Solactive Global Uranium & Nuclear Components Total Return Index |
Top 3 holdings | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) | Cameco Corp (23.71 %) NexGen Energy Ltd (6.40 %) Oklo Inc Class A Shares (5.87 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | Energy (57.48 %) Utilities (16.32 %) Industrials (11.79 %) |
Top 3 countries | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) | Canada (41.16 %) United States (28.35 %) Korea (8.72 %) |
Management fee | 0.89 % | 0.69 % |
Key Summary
SWTZ | ATOM | |
|---|---|---|
Issuer | AGP | Global X |
Tracking index | Solactive Global Uranium & Nuclear Components Index | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.69 % |
Price | $2.50 | $27.39 |
Size | $59.116 million | $146.265 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.26 % | 1.97 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 06/12/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | ATOM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 129 |
Median incremental investment | $687.17 | $1,002.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,157.50 | $2,711.61 |
Average age group | > 35 | > 35 |
Pros and Cons
SWTZ | ATOM | |
|---|---|---|
Pros |
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Cons |
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SWTZ | ATOM |
|---|---|
Higher exposure to AU market | Lower 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 |