Back
Compare AU
Compare SWTZ vs. QAU
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 Betashares Gold Bullion Currency Hedged ETF (QAU). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | QAU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 123 |
Median incremental investment | $828.50 | $1,363.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,447.83 | $2,219.52 |
Average age group | > 35 | > 35 |
Key Summary
SWTZ | QAU | |
|---|---|---|
Strategy | SWTZ.AX was created on 2017-02-23 by AGP. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with an income return that exceeds the S&P/ASX 100 Accumulation Index (Index) (after fees) over rolling 12-month periods, while also maintaining a lower level of volatility relative to the Index over rolling 12-month periods. | QAU.AX was created on 2011-05-03 by BetaShares. The fund's investment portfolio concentrates primarily on gold commodities. The investment objective of the Fund is to provide an investment return, before fees and expenses, that closely tracks the performance of the price of gold bullion, with a currency hedge against movements in the AUD/USD exchange rate. |
Top 3 holdings | BHP Group Ltd (6.64 %) National Australia Bank Ltd (6.09 %) Westpac Banking Corp (5.85 %) | AUD - AUSTRALIA DOLLAR (101.24 %) LONDON GOLD MARKET FIXING LTD GOLD BULLION GOLD BULLION (98.69 %) USD - UNITED STATES DOLLAR (-99.93 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | Other (66.71 %) Communication Services (33.29 %) |
Top 3 countries | ||
Management fee | 0.89 % | 0.59 % |
Key Summary
SWTZ | QAU | |
|---|---|---|
Issuer | AGP | BetaShares |
Tracking index | LBMA Gold Price AM ($/ozt) | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.59 % |
Price | $2.37 | $32.10 |
Size | $59.639 million | $1.351 billion |
10Y return | N/A | 184.83 % |
Annual distribution yield (5Y) | 5.22 % | 2.38 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 04/05/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | QAU | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 123 |
Median incremental investment | $828.50 | $1,363.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,447.83 | $2,219.52 |
Average age group | > 35 | > 35 |
Pros and Cons
SWTZ | QAU | |
|---|---|---|
Pros |
|
|
Cons |
|
|
SWTZ | QAU |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |