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Compare SWTZ vs. OZXX

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

Community Stats

SWTZ

OZXX

Popularity

Low

Low

Pearlers invested

5

3

Median incremental investment

$828.50

$504.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,006.29

$1,150.51

Average age group

> 35

> 35


Key Summary

SWTZ

OZXX

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.

N/A

Top 3 holdings

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

Global X Australia Ex Financials & Resources ETF (100 %)

Top 3 industries

Top 3 countries

Management fee

0.89 %

0 %


Key Summary

SWTZ

OZXX

Issuer

AGP

Tracking index

Asset class

ETF

Stock

Management fee

0.89 %

0 %

Price

$2.52

$11.09

Size

$58.771 million

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

7.16 %

1.26 %

Market

ASX

ASX

First listed date

24/02/2017

12/04/2023

Purchase fee

$6.50

$6.50


Community Stats

SWTZ

OZXX

Popularity

Low

Low

Pearlers invested

5

3

Median incremental investment

$828.50

$504.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,006.29

$1,150.51

Average age group

> 35

> 35


Pros and Cons

SWTZ

OZXX

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

SWTZ

OZXX

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Lower price growth

Higher price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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