Compare AU
Compare SWTZ vs. EMKT
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 and ETFs are a popular choice. Two options in the ASX are SWTZ and EMKT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | EMKT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 156 |
Median incremental investment | $828.50 | $1,032.72 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,982.50 | $3,168.72 |
Average age group | > 35 | > 35 |
Key Summary
SWTZ | EMKT | |
|---|---|---|
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. | EMKT.AX was created on 2018-04-10 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 163.18m in AUM and 204 holdings. The VanEck MSCI Multifactor Emerging Markets Equity ETF (EMKT.AX) invests in a diversified portfolio of emerging markets listed securities with the aim of providing investment returns, before fees and other costs, which track the performance of the MSCI Emerging Markets Diversified MultipleFactor Index (AUD) (EMKT.AX Index). |
Top 3 holdings | Switzer Dividend Growth Fund (Managed Fund) (100 %) | Taiwan Semiconductor Manufacturing Co Ltd (7.87 %) HCL Technologies Ltd (2.63 %) Tencent Holdings Ltd (2.49 %) |
Top 3 industries | Information Technology (58.92 %) Materials (12.51 %) Energy (9.56 %) | |
Top 3 countries | India (23.86 %) Taiwan (23.66 %) China (21.17 %) | |
Management fee | 0.89 % | 0.69 % |
Key Summary
SWTZ | EMKT | |
|---|---|---|
Issuer | AGP | VanEck |
Tracking index | MSCI Emerging Markets Diversified Multiple-Factor Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.69 % |
Price | $2.50 | $26.05 |
Size | $58.771 million | $163.545 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 7.16 % | 3.31 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 12/04/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | EMKT | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 156 |
Median incremental investment | $828.50 | $1,032.72 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,982.50 | $3,168.72 |
Average age group | > 35 | > 35 |
Pros and Cons
SWTZ | EMKT | |
|---|---|---|
Pros |
|
|
Cons |
|
|
SWTZ | EMKT |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |