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Compare SWTZ vs. GARP
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 Global X S&P World Ex Australia Garp ETF (GARP). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | GARP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 67 |
Median incremental investment | $828.50 | $1,018.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,329.66 | $2,115.60 |
Average age group | 26 - 35 | > 35 |
Key Summary
SWTZ | GARP | |
|---|---|---|
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. | GARP.AX was created on 2024-09-24 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide investors with a return that (before fees and expenses) tracks the performance of the S&P World Ex-Australia GARP.AX Index. |
Top 3 holdings | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) | Eli Lilly and Co (5.07 %) NVIDIA Corp (4.94 %) Meta Platforms Inc Class A (4.86 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | Information Technology (29.10 %) Other (22.79 %) Communication Services (20.23 %) |
Top 3 countries | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) | United States (66.30 %) Japan (9.13 %) Netherlands (4.36 %) |
Management fee | 0.89 % | 0 % |
Key Summary
SWTZ | GARP | |
|---|---|---|
Issuer | AGP | Global X |
Tracking index | S&P World Ex-Australia GARP Index - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0 % |
Price | $2.49 | $12.30 |
Size | $59.116 million | $134.260 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.27 % | 1.21 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 25/09/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | GARP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 67 |
Median incremental investment | $828.50 | $1,018.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,329.66 | $2,115.60 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SWTZ | GARP | |
|---|---|---|
Pros |
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Cons |
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SWTZ | GARP |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |