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Compare SWTZ vs. HVST
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 Australian Dividend Harvester Active ETF (HVST). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | HVST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 77 |
Median incremental investment | $727.00 | $987.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,297.62 | $1,884.96 |
Average age group | > 35 | > 35 |
Key Summary
SWTZ | HVST | |
|---|---|---|
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. | HVST.AX was created on 2014-10-29 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 293.17m in AUM and 58 holdings. HVST.AX aims to provide exposure to large-cap Australian shares, along with the potential for franked income that is at least 1.5x the yield of the Australian broad sharemarket on an annual basis. |
Top 3 holdings | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) | SPI 200 FUTURES MAR26 (0 %) BETASHARES AUSTRALIA 200 ETF (24.89 %) BHP GROUP LTD (9.12 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | Other (50.68 %) Financials (12.82 %) Health Care (6.32 %) |
Top 3 countries | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) | Australia (96.35 %) United States (2.15 %) United Kingdom of Great Britain and Northern Ireland (0.84 %) |
Management fee | 0.89 % | 0.65 % |
Key Summary
SWTZ | HVST | |
|---|---|---|
Issuer | AGP | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.65 % |
Price | $2.45 | $13.15 |
Size | $59.116 million | $283.375 million |
10Y return | N/A | -36.66 % |
Annual distribution yield (5Y) | 5.26 % | 5.34 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 03/11/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | HVST | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 77 |
Median incremental investment | $727.00 | $987.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,297.62 | $1,884.96 |
Average age group | > 35 | > 35 |
Pros and Cons
SWTZ | HVST | |
|---|---|---|
Pros |
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Cons |
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SWTZ | HVST |
|---|---|
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 |
Lower distribution yield | Higher distribution yield |