Compare AU
Compare SWTZ vs. EINC
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 are a popular choice. Two options in the ASX are SWTZ and EINC. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | EINC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 3 |
Median incremental investment | $828.50 | $765.45 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,982.50 | $10,272.46 |
Average age group | > 35 | > 35 |
Key Summary
SWTZ | EINC | |
|---|---|---|
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. | EINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 22.13m in AUM and 47 holdings. The Fund aims to provide an after-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation |
Top 3 holdings | Switzer Dividend Growth Fund (Managed Fund) (100 %) | BetaShares Mrtn Currie Eqy Inc Fund (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | Australia (97.66 %) New Zealand (2.34 %) | |
Management fee | 0.89 % | 0.85 % |
Key Summary
SWTZ | EINC | |
|---|---|---|
Issuer | AGP | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.85 % |
Price | $2.49 | $8.81 |
Size | $58.771 million | $22.700 million |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 7.16 % | 5.87 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 19/02/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | EINC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 3 |
Median incremental investment | $828.50 | $765.45 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,982.50 | $10,272.46 |
Average age group | > 35 | > 35 |
Pros and Cons
SWTZ | EINC | |
|---|---|---|
Pros |
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Cons |
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SWTZ | EINC |
|---|---|
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 |