Compare AU
Compare SWTZ vs. MVS
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 MVS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 9 |
Median incremental investment | $828.50 | $830.57 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,982.50 | $919.54 |
Average age group | > 35 | > 35 |
Key Summary
SWTZ | MVS | |
|---|---|---|
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. | MVS.AX was created on 2015-05-26 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. The Fund gives investors exposure to a portfolio that only includes the most liquid small-cap ASX-listed companies that generate revenues in Australia and did not omit their latest dividend payment. |
Top 3 holdings | Switzer Dividend Growth Fund (Managed Fund) (100 %) | Zip Co Ltd (2.44 %) Pinnacle Investment Management Group Ltd (2.29 %) HUB24 Ltd (2.13 %) |
Top 3 industries | Financials (51.84 %) Materials (19.28 %) Industrials (9.86 %) | |
Top 3 countries | Australia (99.99 %) | |
Management fee | 0.89 % | 0.49 % |
Key Summary
SWTZ | MVS | |
|---|---|---|
Issuer | AGP | VanEck |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.49 % |
Price | $2.50 | $19.92 |
Size | $58.771 million | $86.589 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 7.16 % | 4.91 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 28/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 9 |
Median incremental investment | $828.50 | $830.57 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,982.50 | $919.54 |
Average age group | > 35 | > 35 |
Pros and Cons
SWTZ | MVS | |
|---|---|---|
Pros |
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Cons |
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SWTZ | MVS |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |