Back
Compare AU
Compare SWTZ vs. QHAL
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 VanEck MSCI International Quality (Aud Hedged) ETF (QHAL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | QHAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 58 |
Median incremental investment | $828.50 | $874.48 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,318.98 | $4,873.96 |
Average age group | 26 - 35 | > 35 |
Key Summary
SWTZ | QHAL | |
|---|---|---|
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. | QHAL.AX was created on 2019-03-21 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. QHAL.AX seeks to provide investors with access to a diversified portfolio of quality international companies from developed markets (ex-Australia) hedged into Australian dollars with the aim of providing investment returns, before fees and other costs, which track the performance of the Index. |
Top 3 holdings | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) | Vaneck Msci International Quality Etf (96.30 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | |
Top 3 countries | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) | United States (76.09 %) Switzerland (5.69 %) United Kingdom of Great Britain and Northern Ireland (4.25 %) |
Management fee | 0.89 % | 0.43 % |
Key Summary
SWTZ | QHAL | |
|---|---|---|
Issuer | AGP | VanEck |
Tracking index | MSCI World ex Australia Quality 100% Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.43 % |
Price | $2.47 | $53.56 |
Size | $59.116 million | $2.344 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.27 % | 2.03 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 25/03/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | QHAL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 58 |
Median incremental investment | $828.50 | $874.48 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,318.98 | $4,873.96 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SWTZ | QHAL | |
|---|---|---|
Pros |
|
|
Cons |
|
|
SWTZ | QHAL |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |