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Compare SWTZ vs. HJHI
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 Hejaz High Income Active ETF (HJHI). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | HJHI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 3 |
Median incremental investment | $828.50 | $500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,397.26 | $865.24 |
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 | BHP Group Ltd (6.64 %) National Australia Bank Ltd (6.09 %) Westpac Banking Corp (5.85 %) | Newmont Corp (7.78 %) MINISO Group Holding Ltd (7.33 %) Barratt Redrow PLC (7.17 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | Consumer Discretionary (43.19 %) Industrials (20.54 %) Materials (17.71 %) |
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 | $2.37 | $1.115 |
Size | $59.639 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.22 % | 1.74 % |
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 | 6 | 3 |
Median incremental investment | $828.50 | $500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,397.26 | $865.24 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SWTZ | HJHI | |
|---|---|---|
Pros |
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Cons |
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SWTZ | HJHI |
|---|---|
Lower management fee | Higher management fee |
Higher distribution yield | Lower distribution yield |