Compare AU
Compare SWTZ vs. ERTH
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 ERTH. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 350 |
Median incremental investment | $727.00 | $605.82 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,625.03 | $927.35 |
Average age group | > 35 | 26 - 35 |
Key Summary
SWTZ | ERTH | |
|---|---|---|
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. | ERTH.AX was created on 2021-03-09 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. ERTH.AX aims to track the performance of an index (before fees and expenses) that comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO2 emissions. |
Top 3 holdings | Switzer Dividend Growth Fund - Active ETF (100 %) | TESLA INC (6.29 %) CIE DE SAINT-GOBAIN (4.61 %) BYD CO LTD (4.60 %) |
Top 3 industries | Other (62.93 %) Information Technology (11.94 %) Industrials (10.28 %) | |
Top 3 countries | United States (40.06 %) China (11.65 %) Denmark (7.67 %) | |
Management fee | 0.89 % | 0.55 % |
Key Summary
SWTZ | ERTH | |
|---|---|---|
Issuer | AGP | BetaShares |
Tracking index | Solactive Climate Change and Environmental Opportunities Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.55 % |
Price | $2.35 | $8.92 |
Size | $56.903 million | $82.426 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 7.17 % | 0.60 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 10/03/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | ERTH | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 350 |
Median incremental investment | $727.00 | $605.82 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,625.03 | $927.35 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SWTZ | ERTH | |
|---|---|---|
Pros |
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Cons |
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SWTZ | ERTH |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |