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Compare SWTZ vs. NDIA
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Switzer Dividend Growth Fund - Active ETF (SWTZ) and the Global X India Nifty 50 ETF (NDIA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | NDIA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 376 |
Median incremental investment | $828.50 | $955.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,468.06 | $2,400.00 |
Average age group | > 35 | > 35 |
Key Summary
SWTZ | NDIA | |
|---|---|---|
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. | The Global X India Nifty 50 ETF (NDIA) seeks to track the performance of the NSE Nifty50 Index before considering fees, expenses and taxes. |
Top 3 holdings | BHP Group Ltd (6.64 %) National Australia Bank Ltd (6.09 %) Westpac Banking Corp (5.85 %) | HDFC Bank Ltd (12.68 %) Reliance Industries Ltd (8.50 %) ICICI Bank Ltd (8.11 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | Financials (50.58 %) Energy (14.90 %) Information Technology (13.29 %) |
Top 3 countries | India (100.00 %) | |
Management fee | 0.89 % | 0.69 % |
Key Summary
SWTZ | NDIA | |
|---|---|---|
Issuer | AGP | ETFS |
Tracking index | Nifty 50 Index - INR - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.69 % |
Price | $2.44 | $74.98 |
Size | $60.107 million | $214.581 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.22 % | 2.03 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 21/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | NDIA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 376 |
Median incremental investment | $828.50 | $955.99 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,468.06 | $2,400.00 |
Average age group | > 35 | > 35 |
Pros and Cons
SWTZ | NDIA | |
|---|---|---|
Pros |
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Cons |
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SWTZ | NDIA |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |