Compare AU

Compare SWTZ vs. HVST

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

Community Stats

SWTZ

HVST

Popularity

Low

Low

Pearlers invested

5

53

Median incremental investment

$727.00

$993.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$1,958.71

$2,974.02

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. 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

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

BETASHARES AUSTRALIA 200 ETF (24.84 %)

BETASHARES AUSTRALIAN RESOURCE (8.88 %)

BETASHARES S&P/ASX FINANCIAL S (8.41 %)

Top 3 industries

Other (54.56 %)

Financials (10.15 %)

Health Care (6.64 %)

Top 3 countries

Australia (97.05 %)

United States (2.00 %)

United Kingdom of Great Britain and Northern Ireland (0.56 %)

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

$2.47

$13.69

Size

$58.771 million

$236.894 million

10Y return

N/A

-44.78 %

Annual dividend/β€Šdistribution yield (5Y)

7.00 %

8.97 %

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

5

53

Median incremental investment

$727.00

$993.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$1,958.71

$2,974.02

Average age group

> 35

> 35


Pros and Cons

SWTZ

HVST

Pros

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

SWTZ

HVST

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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