Compare AU

Compare SWTZ vs. VDGR

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

Community Stats

SWTZ

VDGR

Popularity

Low

Low

Pearlers invested

5

107

Median incremental investment

$828.50

$1,052.75

Median investment frequency

Fortnightly

Monthly

Median total investment

$1,998.36

$3,257.37

Average age group

> 35

> 35


Key Summary

SWTZ

VDGR

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.

VDGR.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund seeks to achieve its objective by employing a passive investment strategy that tracks the weighted average return of the various indices of the Underlying Funds in which the Fund invests, in proportion to the SAA for the Fund, before takinginto account fees, expenses and tax

Top 3 holdings

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

BHP Group Ltd. (3.01 %)

Commonwealth Bank of Australia (2.40 %)

CSL Ltd. (1.89 %)

Top 3 industries

Other (31.32 %)

Financials (13.67 %)

Information Technology (9.13 %)

Top 3 countries

United States (39.83 %)

Australia (38.22 %)

Japan (3.61 %)

Management fee

0.89 %

0.27 %


Key Summary

SWTZ

VDGR

Issuer

AGP

Vanguard

Tracking index

28% S&P/ASX 300 Index - 20.5% MSCI World ex-Australia Index - 12.5% MSCI World ex Australia Hedged to AUD Index - 5% MSCI World ex-Australia Small Cap Index - 34% Other Benchmark

Asset class

ETF

ETF

Management fee

0.89 %

0.27 %

Price

$2.52

$63.87

Size

$58.771 million

$1.222 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

7.16 %

5.01 %

Market

ASX

ASX

First listed date

24/02/2017

22/11/2017

Purchase fee

$6.50

$6.50


Community Stats

SWTZ

VDGR

Popularity

Low

Low

Pearlers invested

5

107

Median incremental investment

$828.50

$1,052.75

Median investment frequency

Fortnightly

Monthly

Median total investment

$1,998.36

$3,257.37

Average age group

> 35

> 35


Pros and Cons

SWTZ

VDGR

Pros

  • Higher distribution yield

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

SWTZ

VDGR

Lower exposure to AU market

Higher 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

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