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Compare SWTZ vs. DVDY
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 VanEck Morningstar Australian Moat Income ETF (DVDY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | DVDY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 50 |
Median incremental investment | $687.17 | $657.09 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,157.50 | $975.84 |
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 ETF currently has 30.94m in AUM and 26 holdings. 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 | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) | Woolworths Group Ltd (5.37 %) Macquarie Group Ltd (5.11 %) National Australia Bank Ltd (4.69 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | Consumer Discretionary (29.55 %) Financials (20.59 %) Health Care (19.39 %) |
Top 3 countries | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) | 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 | $20.33 |
Size | $59.116 million | $30.820 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.26 % | 4.32 % |
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 | 6 | 50 |
Median incremental investment | $687.17 | $657.09 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,157.50 | $975.84 |
Average age group | > 35 | > 35 |
Pros and Cons
SWTZ | DVDY | |
|---|---|---|
Pros |
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Cons |
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SWTZ | DVDY |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |