Compare AU
Compare SWTZ vs. LHGG
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 are a popular choice. Two options in the ASX are SWTZ and LHGG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | LHGG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 3 |
Median incremental investment | $727.00 | $1,100.53 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,631.94 | $1,377.88 |
Average age group | > 35 | > 35 |
Key Summary
SWTZ | LHGG | |
|---|---|---|
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. | LHGG.AX was created on 2017-12-01 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to provide long-term capital growth and to outperform the MSCI All Country World Index Net Total Returns in AUD over rolling five-year periods (after fees and expenses but before taxes). |
Top 3 holdings | Switzer Dividend Growth Fund - Active ETF (100 %) | Lakehouse Global Growth Fund Active ETF (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.89 % | 0 % |
Key Summary
SWTZ | LHGG | |
|---|---|---|
Issuer | AGP | Global X |
Tracking index | MSCI All Country World Index - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0 % |
Price | $2.36 | $2.59 |
Size | $56.903 million | N/A |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 7.17 % | - % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 06/04/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | LHGG | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 3 |
Median incremental investment | $727.00 | $1,100.53 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,631.94 | $1,377.88 |
Average age group | > 35 | > 35 |
Pros and Cons
SWTZ | LHGG | |
|---|---|---|
Pros |
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Cons |
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SWTZ | LHGG |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |