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Compare SWTZ vs. SPY
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 State Street SPDR S&P 500 ETF (SPY). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | SPY | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 305 |
Median incremental investment | $680.84 | $1,193.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,430.00 | $3,060.66 |
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 SPDR S&P 500 ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. |
Top 3 holdings | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) | NVIDIA Corp (8.31 %) Apple Inc (6.49 %) Microsoft Corp (5.15 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | Information Technology (62.86 %) Consumer Discretionary (15.15 %) Communication Services (13.10 %) |
Top 3 countries | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) | United States (99.47 %) Switzerland (0.24 %) China (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 | $2.43 | $1,021.39 |
Size | $59.116 million | $1.036 trillion |
10Y return | N/A | 263.56 % |
Annual distribution yield (5Y) | 5.28 % | 1.13 % |
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 | 305 |
Median incremental investment | $680.84 | $1,193.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,430.00 | $3,060.66 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SWTZ | SPY | |
|---|---|---|
Pros |
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Cons |
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SWTZ | SPY |
|---|---|
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 |