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Compare SWTZ vs. LNAS
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 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 | 6 | 68 |
Median incremental investment | $687.17 | $1,003.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,157.50 | $4,214.43 |
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. Global X Ultra Long Nasdaq 100 Complex ETF (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 | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) | Global X Ultra Long Nasdaq 100 Complex ETF (100 %) |
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 %) | United States (96.01 %) Canada (1.41 %) Netherlands (1.08 %) |
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 | $14.18 |
Size | $59.116 million | $76.527 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 5.31 % | 19.63 % |
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 | 6 | 68 |
Median incremental investment | $687.17 | $1,003.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,157.50 | $4,214.43 |
Average age group | > 35 | > 35 |
Pros and Cons
SWTZ | LNAS | |
|---|---|---|
Pros |
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Cons |
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SWTZ | LNAS |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |