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Compare SWTZ vs. INCM
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 S&P Global High Dividend Aristocrat ETF (INCM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 95 |
Median incremental investment | $687.17 | $1,007.13 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,157.50 | $1,458.38 |
Average age group | > 35 | > 35 |
Key Summary
SWTZ | INCM | |
|---|---|---|
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. | INCM.AX was created on 2018-10-18 by BetaShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. INCM.AX aims to track the performance of an index (before fees and expenses) that provides exposure to companies which have increased or maintained dividends every year for at least 10 consecutive years within developed markets outside of Australia. |
Top 3 holdings | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) | MICROSOFT CORP (5.89 %) APPLE INC (5.26 %) BROADCOM INC (5.20 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | Other (28.08 %) Information Technology (25.00 %) Health Care (8.90 %) |
Top 3 countries | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) | United States (71.61 %) Switzerland (7.41 %) Japan (6.66 %) |
Management fee | 0.89 % | 0.45 % |
Key Summary
SWTZ | INCM | |
|---|---|---|
Issuer | AGP | BetaShares |
Tracking index | S&P World Ex-Australia High Yield Dividend Aristocrats Select Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.45 % |
Price | $2.50 | $18.94 |
Size | $59.116 million | $94.259 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.26 % | 4.42 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 22/10/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | INCM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 95 |
Median incremental investment | $687.17 | $1,007.13 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,157.50 | $1,458.38 |
Average age group | > 35 | > 35 |
Pros and Cons
SWTZ | INCM | |
|---|---|---|
Pros |
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Cons |
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SWTZ | INCM |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |