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Compare SWTZ vs. HJHI

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 are a popular choice. Two options in the ASX are SWTZ and HJHI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

SWTZ

HJHI

Popularity

Low

Low

Pearlers invested

5

1

Median incremental investment

$727.00

$543.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$1,926.99

$552.00

Average age group

> 35

26 - 35


Key Summary

SWTZ

HJHI

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.

HJHI.AX was created on 2024-05-02 by Hejaz . The fund's investment portfolio concentrates primarily on total market equity. To achieve a (total) return at least equal to movements in the Benchmark over a rolling 5 to 7-year timeframe through exposure to a diversified portfolio of Shariah Compliant listed companies with a proven history of significant dividends and a market capitalisation exceeding $2 billion.

Top 3 holdings

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

Hejaz High Income Active ETF (100 %)

Top 3 industries

Top 3 countries

Management fee

0.89 %

1.1 %


Key Summary

SWTZ

HJHI

Issuer

AGP

Hejaz

Tracking index

Asset class

ETF

ETF

Management fee

0.89 %

1.1 %

Price

$2.46

$0.975

Size

$58.771 million

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

7.27 %

0.27 %

Market

ASX

ASX

First listed date

24/02/2017

29/04/2024

Purchase fee

$6.50

$6.50


Community Stats

SWTZ

HJHI

Popularity

Low

Low

Pearlers invested

5

1

Median incremental investment

$727.00

$543.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$1,926.99

$552.00

Average age group

> 35

26 - 35


Pros and Cons

SWTZ

HJHI

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

SWTZ

HJHI

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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