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Compare SWTZ vs. DGVA
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 Dimensional Global Value Trust - Active ETF (DGVA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 15 |
Median incremental investment | $584.26 | $8,114.14 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,748.96 | $11,158.05 |
Average age group | > 35 | > 35 |
Key Summary
SWTZ | DGVA | |
|---|---|---|
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. | DGVA.AX was created on 1999-08-27 by Dimensional. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of large Value Companies associated with approved developed markets (excluding Australia). |
Top 3 holdings | BHP Group Ltd (12.18 %) Commonwealth Bank of Australia (7.30 %) Westpac Banking Corp (6.45 %) | Micron Technology Inc (6.89 %) Amazon.com Inc (3.14 %) JPMorgan Chase & Co (2.89 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | Financials (24.31 %) Health Care (22.85 %) Energy (22.16 %) |
Top 3 countries | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) | United States (69.68 %) Japan (6.36 %) United Kingdom of Great Britain and Northern Ireland (4.08 %) |
Management fee | 0.89 % | 0 % |
Key Summary
SWTZ | DGVA | |
|---|---|---|
Issuer | AGP | Dimensional |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.89 % | 0 % |
Price | $2.47 | $30.57 |
Size | $59.116 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.29 % | 3.25 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | DGVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 15 |
Median incremental investment | $584.26 | $8,114.14 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,748.96 | $11,158.05 |
Average age group | > 35 | > 35 |
Pros and Cons
SWTZ | DGVA | |
|---|---|---|
Pros |
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Cons |
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SWTZ | DGVA |
|---|---|
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 |