Compare AU

Compare SWTZ vs. DVDY

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

Community Stats

SWTZ

DVDY

Popularity

Low

Low

Pearlers invested

5

54

Median incremental investment

$828.50

$637.03

Median investment frequency

Fortnightly

Monthly

Median total investment

$1,982.50

$1,650.53

Average age group

> 35

> 35


Key Summary

SWTZ

DVDY

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.

DVDY.AX was created on 2020-09-07 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars.

Top 3 holdings

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

Pinnacle Investment Management Group Ltd (6.12 %)

Brambles Ltd (4.99 %)

Charter Hall Group (4.80 %)

Top 3 industries

Industrials (29.02 %)

Financials (23.81 %)

Consumer Discretionary (17.54 %)

Top 3 countries

Australia (100.00 %)

Management fee

0.89 %

0.35 %


Key Summary

SWTZ

DVDY

Issuer

AGP

VanEck

Tracking index

Morningstar Australia Dividend Yield Focus Index - AUD

Asset class

ETF

ETF

Management fee

0.89 %

0.35 %

Price

$2.50

$22.46

Size

$58.771 million

$67.940 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

7.16 %

4.42 %

Market

ASX

ASX

First listed date

24/02/2017

09/09/2020

Purchase fee

$6.50

$6.50


Community Stats

SWTZ

DVDY

Popularity

Low

Low

Pearlers invested

5

54

Median incremental investment

$828.50

$637.03

Median investment frequency

Fortnightly

Monthly

Median total investment

$1,982.50

$1,650.53

Average age group

> 35

> 35


Pros and Cons

SWTZ

DVDY

Pros

  • Higher distribution yield

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

SWTZ

DVDY

Lower exposure to AU market

Higher exposure to AU market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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