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Compare SWTZ vs. MQDB

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 MQDB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

SWTZ

MQDB

Popularity

Low

N/A

Pearlers invested

5

0

Median incremental investment

$727.00

$0

Median investment frequency

Fortnightly

N/A

Median total investment

$1,942.85

$0

Average age group

> 35

N/A


Key Summary

SWTZ

MQDB

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.

MQDB.AX was created on 2002-09-30 by Macquarie. The fund's investment portfolio concentrates primarily on broad credit fixed income. The Fund aims to generate attractive returns by dynamically investing in global fixed income instruments. It aims to provide diversification against equity risk as well as capital growth and some income

Top 3 holdings

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

Macquarie Dynamic Bond Active ETF (Managed Fund) (100 %)

Top 3 industries

Top 3 countries

Management fee

0.89 %

0.614 %


Key Summary

SWTZ

MQDB

Issuer

AGP

Macquarie

Tracking index

Bloomberg Global Aggregate Index - AUD - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.89 %

0.614 %

Price

$2.45

$10.58

Size

$58.771 million

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

7.00 %

0.27 %

Market

ASX

ASX

First listed date

24/02/2017

21/11/2023

Purchase fee

$6.50

$6.50


Community Stats

SWTZ

MQDB

Popularity

Low

N/A

Pearlers invested

5

0

Median incremental investment

$727.00

$0

Median investment frequency

Fortnightly

N/A

Median total investment

$1,942.85

$0

Average age group

> 35

N/A


Pros and Cons

SWTZ

MQDB

Pros

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

SWTZ

MQDB

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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