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Compare SWTZ vs. HGBL

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

Community Stats

SWTZ

HGBL

Popularity

Low

Low

Pearlers invested

5

59

Median incremental investment

$828.50

$3,999.37

Median investment frequency

Fortnightly

Monthly

Median total investment

$1,982.50

$15,622.56

Average age group

> 35

26 - 35


Key Summary

SWTZ

HGBL

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.

HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index.

Top 3 holdings

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

Betashares Global Shares ETF (100.00 %)

Top 3 industries

Other (29.91 %)

Information Technology (23.98 %)

Health Care (8.49 %)

Top 3 countries

United States (71.69 %)

Japan (6.93 %)

United Kingdom of Great Britain and Northern Ireland (3.99 %)

Management fee

0.89 %

0.11 %


Key Summary

SWTZ

HGBL

Issuer

AGP

BetaShares

Tracking index

Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.89 %

0.11 %

Price

$2.50

$68.52

Size

$58.771 million

$1.064 billion

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

7.16 %

0.43 %

Market

ASX

ASX

First listed date

24/02/2017

17/05/2023

Purchase fee

$6.50

$6.50


Community Stats

SWTZ

HGBL

Popularity

Low

Low

Pearlers invested

5

59

Median incremental investment

$828.50

$3,999.37

Median investment frequency

Fortnightly

Monthly

Median total investment

$1,982.50

$15,622.56

Average age group

> 35

26 - 35


Pros and Cons

SWTZ

HGBL

Pros

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

SWTZ

HGBL

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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