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Compare SWTZ vs. CLNE

Compare shares and ETFs on the ASX that you can trade on Pearler.

Switzer Dividend Growth Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 CLNE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

SWTZ

CLNE

Popularity

Low

Low

Pearlers invested

5

505

Median incremental investment

$828.50

$680.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$1,974.57

$820.99

Average age group

> 35

26 - 35


Key Summary

SWTZ

CLNE

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.

CLNE.AX was created on 2021-03-08 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars.

Top 3 holdings

Switzer Dividend Growth Fund (Managed Fund) (100 %)

NEXTracker Inc Ordinary Shares - Class A (5.57 %)

Ormat Technologies Inc (5.55 %)

Contact Energy Ltd (5.16 %)

Top 3 industries

Utilities (70.79 %)

Industrials (10.99 %)

Information Technology (9.40 %)

Top 3 countries

United States (34.61 %)

New Zealand (9.16 %)

Denmark (8.55 %)

Management fee

0.89 %

0.65 %


Key Summary

SWTZ

CLNE

Issuer

AGP

VanEck

Tracking index

S&P Global Clean Energy

Asset class

ETF

ETF

Management fee

0.89 %

0.65 %

Price

$2.49

$5.51

Size

$58.771 million

$63.165 million

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

7.16 %

0.77 %

Market

ASX

ASX

First listed date

24/02/2017

09/03/2021

Purchase fee

$6.50

$6.50


Community Stats

SWTZ

CLNE

Popularity

Low

Low

Pearlers invested

5

505

Median incremental investment

$828.50

$680.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$1,974.57

$820.99

Average age group

> 35

26 - 35


Pros and Cons

SWTZ

CLNE

Pros

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

SWTZ

CLNE

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

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