Back
Compare AU
Compare SWTZ vs. JZRO
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 JZRO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | --- | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 5 | 0 |
Median incremental investment | $727.00 | - |
Median investment frequency | Monthly | N/A |
Median total investment | $679.25 | $0 |
Average age group | > 35 | N/A |
Key Summary
SWTZ | --- | |
|---|---|---|
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. | N/A |
Top 3 holdings | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) | |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | |
Top 3 countries | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) | |
Management fee | 0.89 % | N/A |
Key Summary
SWTZ | --- | |
|---|---|---|
Issuer | AGP | N/A |
Tracking index | N/A | |
Asset class | ETF | Stock |
Management fee | 0.89 % | N/A |
Price | $2.47 | $-- |
Size | $59.116 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 5.26 % | - % |
Market | ASX | ASX |
First listed date | 24/02/2017 | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | --- | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 5 | 0 |
Median incremental investment | $727.00 | - |
Median investment frequency | Monthly | N/A |
Median total investment | $679.25 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
SWTZ | --- | |
|---|---|---|
Pros |
|
|
Cons |
|
|
SWTZ | --- |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower price growth | Higher price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |