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Compare SWTZ vs. GGOV
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 Betashares Us Treasury Bond 20+ Yr Ccy Hedged ETF (GGOV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | GGOV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 18 |
Median incremental investment | $828.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,318.98 | $7,114.80 |
Average age group | 26 - 35 | > 35 |
Key Summary
SWTZ | GGOV | |
|---|---|---|
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. | GGOV.AX was created on 2020-05-07 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. GGOV.AX aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of high-quality, long-dated, income-producing bonds issued by some of the largest developed economies in the world, hedged into AUD. |
Top 3 holdings | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) | UNITED STATES TREASURY NOTE/BOND 4.75% MAY-55 (4.58 %) UNITED STATES TREASURY NOTE/BOND 4.625% MAY-54 (4.48 %) UNITED STATES TREASURY NOTE/BOND 4.625% FEB-55 (4.43 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | Other (66.21 %) Communication Services (33.79 %) |
Top 3 countries | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) | |
Management fee | 0.89 % | 0.19 % |
Key Summary
SWTZ | GGOV | |
|---|---|---|
Issuer | AGP | BetaShares |
Tracking index | S&P G7 Sovereign Duration-Capped 20+ Year AUD Hedged Bond Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.19 % |
Price | $2.47 | $13.20 |
Size | $59.116 million | $134.591 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.27 % | 2.56 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 11/05/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | GGOV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 18 |
Median incremental investment | $828.50 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,318.98 | $7,114.80 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SWTZ | GGOV | |
|---|---|---|
Pros |
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Cons |
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SWTZ | GGOV |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |