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Compare SWTZ vs. SPY

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 and ETFs are a popular choice. Two options in the ASX are SWTZ and SPY. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

SWTZ

SPY

Popularity

Low

Low

Pearlers invested

5

218

Median incremental investment

$727.00

$1,192.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$1,934.92

$2,849.64

Average age group

> 35

26 - 35


Key Summary

SWTZ

SPY

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.

SPY.AX was created on 2014-10-13 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index (the Index).

Top 3 holdings

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

Apple Inc (7.00 %)

NVIDIA Corp (6.60 %)

Microsoft Corp (6.23 %)

Top 3 industries

Information Technology (60.74 %)

Consumer Discretionary (17.10 %)

Communication Services (12.81 %)

Top 3 countries

United States (99.40 %)

Switzerland (0.28 %)

Netherlands (0.12 %)

Management fee

0.89 %

0.0945 %


Key Summary

SWTZ

SPY

Issuer

AGP

SPDR

Tracking index

S&P 500

Asset class

ETF

ETF

Management fee

0.89 %

0.0945 %

Price

$2.44

$949.88

Size

$58.771 million

$962.594 billion

10Y return

N/A

283.16 %

Annual dividend/ distribution yield (5Y)

7.27 %

1.31 %

Market

ASX

ASX

First listed date

24/02/2017

13/10/2014

Purchase fee

$6.50

$6.50


Community Stats

SWTZ

SPY

Popularity

Low

Low

Pearlers invested

5

218

Median incremental investment

$727.00

$1,192.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$1,934.92

$2,849.64

Average age group

> 35

26 - 35


Pros and Cons

SWTZ

SPY

Pros

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

SWTZ

SPY

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

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