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Compare SWTZ vs. GGAB

Compare shares and ETFs on the ASX that you can trade on Pearler.

Switzer Dividend Growth Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 GGAB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

SWTZ

GGAB

Popularity

Low

N/A

Pearlers invested

5

0

Median incremental investment

$828.50

$0

Median investment frequency

Fortnightly

N/A

Median total investment

$1,982.50

$0

Average age group

> 35

N/A


Key Summary

SWTZ

GGAB

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.

GGAB.AX was created on 2023-12-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Betashares Geared Long Australian Government Bond Fund (hedge fund) is to provide Unitholders with geared long exposure to the returns of Australian Treasury Bonds with a term to maturity of approximately 10 years (10 Year Australian Treasury Bonds).

Top 3 holdings

Switzer Dividend Growth Fund (Managed Fund) (100 %)

AUST 10Y BOND FUT SEP24 SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (100.00 %)

Top 3 industries

Top 3 countries

Management fee

0.89 %

0.99 %


Key Summary

SWTZ

GGAB

Issuer

AGP

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0.89 %

0.99 %

Price

$2.50

$21.70

Size

$58.771 million

$4.006 million

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

7.16 %

- %

Market

ASX

ASX

First listed date

24/02/2017

05/12/2023

Purchase fee

$6.50

$6.50


Community Stats

SWTZ

GGAB

Popularity

Low

N/A

Pearlers invested

5

0

Median incremental investment

$828.50

$0

Median investment frequency

Fortnightly

N/A

Median total investment

$1,982.50

$0

Average age group

> 35

N/A


Pros and Cons

SWTZ

GGAB

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

SWTZ

GGAB

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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