Compare AU
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, shares and ETFs are a popular choice. Two options in the ASX are SWTZ and GGOV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | GGOV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 21 |
Median incremental investment | $727.00 | $1,022.76 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $1,958.71 | $5,650.65 |
Average age group | > 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 | Switzer Dividend Growth Fund (Managed Fund) (100 %) | USD - UNITED STATES DOLLAR (0 %) AUD - AUSTRALIA DOLLAR (0 %) CAD - CANADA DOLLAR (0 %) |
Top 3 industries | Other (66.21 %) Communication Services (33.79 %) | |
Top 3 countries | ||
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 | $13.15 |
Size | $58.771 million | $225.067 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 7.00 % | 2.42 % |
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 | 5 | 21 |
Median incremental investment | $727.00 | $1,022.76 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $1,958.71 | $5,650.65 |
Average age group | > 35 | > 35 |
Pros and Cons
SWTZ | GGOV | |
|---|---|---|
Pros |
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Cons |
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SWTZ | GGOV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |