Compare AU
Compare SWTZ vs. CETF
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 SWTZ and CETF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | CETF | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 30 |
Median incremental investment | $828.50 | $956.32 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,982.50 | $1,338.83 |
Average age group | > 35 | > 35 |
Key Summary
SWTZ | CETF | |
---|---|---|
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. | CETF.AX was created on 2015-06-26 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund seeks to provide investors with access to a portfolio of the 50 largest companies in the mainland Chinese market. |
Top 3 holdings | Switzer Dividend Growth Fund (Managed Fund) (100 %) | Kweichow Moutai Co Ltd Class A (11.64 %) Contemporary Amperex Technology Co Ltd Class A (7.23 %) China Merchants Bank Co Ltd Class A (4.76 %) |
Top 3 industries | Financials (35.50 %) Consumer Staples (33.17 %) Industrials (15.44 %) | |
Top 3 countries | China (100.00 %) | |
Management fee | 0.89 % | 0.6 % |
Key Summary
SWTZ | CETF | |
---|---|---|
Issuer | AGP | VanEck |
Tracking index | FTSE China A50 Index - CNY | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.6 % |
Price | $2.49 | $57.26 |
Size | $58.771 million | $34.649 million |
10Y return | N/A | N/A |
Annual dividend/โdistribution yield (5Y) | 7.16 % | 2.02 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 26/06/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | CETF | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 30 |
Median incremental investment | $828.50 | $956.32 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,982.50 | $1,338.83 |
Average age group | > 35 | > 35 |
Pros and Cons
SWTZ | CETF | |
---|---|---|
Pros |
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Cons |
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SWTZ | CETF |
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Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |