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Compare SWTZ vs. LNAS

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 are a popular choice. Two options in the ASX are SWTZ and LNAS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

SWTZ

LNAS

Popularity

Low

Low

Pearlers invested

5

68

Median incremental investment

$828.50

$1,000.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$3,023.12

$3,430.41

Average age group

> 35

> 35


Key Summary

SWTZ

LNAS

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.

LNAS.AX was created on 2020-07-13 by ETFS. The fund's investment portfolio concentrates primarily on large cap equity. ETFS Ultra Long Nasdaq 100 Hedge Fund (ASX Code: LNAS.AX) is an exchange traded managed fund that aims to provide investors with geared returns that are positively related to the returns of the Nasdaq-100 Index. The fund provides exposure to the Nasdaq-100 Index of between 200% and 275% of its net asset value.

Top 3 holdings

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

Global X Ultra Long Nasdaq 100 Complex ETF (100 %)

Top 3 industries

Top 3 countries

United States (97.15 %)

Netherlands (0.92 %)

Brazil (0.69 %)

Management fee

0.89 %

1 %


Key Summary

SWTZ

LNAS

Issuer

AGP

ETFS

Tracking index

NASDAQ-100 Index

Asset class

ETF

ETF

Management fee

0.89 %

1 %

Price

$2.48

$10.88

Size

$60.247 million

$81.345 million

10Y return

N/A

N/A

Annual dividend yield (5Y)

7.00 %

18.63 %

Market

ASX

ASX

First listed date

24/02/2017

12/07/2020

Purchase fee

$6.50

$6.50


Community Stats

SWTZ

LNAS

Popularity

Low

Low

Pearlers invested

5

68

Median incremental investment

$828.50

$1,000.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$3,023.12

$3,430.41

Average age group

> 35

> 35


Pros and Cons

SWTZ

LNAS

Pros

  • Lower management fee

  • Higher distribution yield

  • Higher exposure to US market

  • Higher price growth

Cons

  • Lower exposure to US market

  • Lower price growth

  • Higher management fee

  • Lower distribution yield

SWTZ

LNAS

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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