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Compare SWTZ vs. QUS
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 S&P 500 Equal Weight ETF (QUS). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | QUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 86 |
Median incremental investment | $727.00 | $1,071.77 |
Median investment frequency | Monthly | Monthly |
Median total investment | $679.25 | $6,733.28 |
Average age group | > 35 | > 35 |
Key Summary
SWTZ | QUS | |
|---|---|---|
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. | QUS.AX was created on 2014-12-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. QUS.AX aims to track the performance of the S&P 500 Equal Weight Index (before fees and expenses). The Index provides exposure to 500 leading listed U.S. companies, with each holding in the index weighted equally. |
Top 3 holdings | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) | WESTERN DIGITAL CORP (0.29 %) ARISTA NETWORKS INC (0.28 %) INVESCO LTD (0.28 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | Industrials (15.79 %) Financials (14.65 %) Information Technology (13.66 %) |
Top 3 countries | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) | United States (98.80 %) Switzerland (0.41 %) Ireland (0.21 %) |
Management fee | 0.89 % | 0.29 % |
Key Summary
SWTZ | QUS | |
|---|---|---|
Issuer | AGP | BetaShares |
Tracking index | S&P 500 Equal Weighted | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.29 % |
Price | $2.47 | $52.81 |
Size | $59.116 million | $991.781 million |
10Y return | N/A | 98.46 % |
Annual distribution yield (5Y) | 5.26 % | 3.59 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 19/12/2014 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | QUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 86 |
Median incremental investment | $727.00 | $1,071.77 |
Median investment frequency | Monthly | Monthly |
Median total investment | $679.25 | $6,733.28 |
Average age group | > 35 | > 35 |
Pros and Cons
SWTZ | QUS | |
|---|---|---|
Pros |
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Cons |
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SWTZ | QUS |
|---|---|
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 |