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Compare SWTZ vs. T3MP

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 T3MP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

SWTZ

T3MP

Popularity

Low

Low

Pearlers invested

5

1

Median incremental investment

$727.00

$567.50

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$1,942.85

$567.00

Average age group

> 35

< 26


Key Summary

SWTZ

T3MP

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.

T3MP.AX was created on 2022-11-28 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to achieve a return through investing in equity securities of companies with exposure to the theme of climate change solutions.

Top 3 holdings

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

Trane Technologies PLC Class A (4.75 %)

Quanta Services Inc (4.49 %)

Hitachi Ltd (4.43 %)

Top 3 industries

Industrials (72.70 %)

Utilities (27.30 %)

Consumer Discretionary (9.68 %)

Top 3 countries

Management fee

0.89 %

0.55 %


Key Summary

SWTZ

T3MP

Issuer

AGP

JPMorgan

Tracking index

MSCI All Country World Index - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.89 %

0.55 %

Price

$2.45

$63.00

Size

$58.771 million

N/A

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

7.00 %

0.34 %

Market

ASX

ASX

First listed date

24/02/2017

08/12/2022

Purchase fee

$6.50

$6.50


Community Stats

SWTZ

T3MP

Popularity

Low

Low

Pearlers invested

5

1

Median incremental investment

$727.00

$567.50

Median investment frequency

Fortnightly

Fortnightly

Median total investment

$1,942.85

$567.00

Average age group

> 35

< 26


Pros and Cons

SWTZ

T3MP

Pros

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

SWTZ

T3MP

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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