Compare AU
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, 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 | $828.50 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,023.12 | $2,967.45 |
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 239.15m in AUM and 45 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 | Switzer Dividend Growth Fund (Managed Fund) (100 %) | BETASHARES AUSTRALIA 200 ETF (24.67 %) BETASHARES AUSTRALIAN RESOURCE (8.94 %) BETASHARES S&P/ASX FINANCIAL S (8.58 %) |
Top 3 industries | Other (54.51 %) Financials (10.45 %) Health Care (6.55 %) | |
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 | $2.48 | $13.55 |
Size | $60.247 million | $240.978 million |
10Y return | N/A | -47.24 % |
Annual dividend/ distribution 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 | $828.50 | $993.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,023.12 | $2,967.45 |
Average age group | > 35 | > 35 |
Pros and Cons
SWTZ | HVST | |
|---|---|---|
Pros |
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Cons |
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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 |