Compare AU

Compare SWTZ vs. VETH

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

Community Stats

SWTZ

VETH

Popularity

Low

Low

Pearlers invested

5

805

Median incremental investment

$727.00

$993.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$1,942.85

$2,318.75

Average age group

> 35

26 - 35


Key Summary

SWTZ

VETH

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.

VETH.AX was created on 2020-10-12 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Ethically Conscious Australian Shares ETF seeks to track the return ofthe FTSE Australia 300 Choice Index before taking into account fees, expenses and tax.

Top 3 holdings

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

Commonwealth Bank of Australia (10.17 %)

CSL Ltd. (9.69 %)

National Australia Bank Ltd. (5.54 %)

Top 3 industries

Financials (34.37 %)

Materials (18.25 %)

Health Care (13.54 %)

Top 3 countries

Australia (98.46 %)

New Zealand (1.54 %)

Management fee

0.89 %

0.17 %


Key Summary

SWTZ

VETH

Issuer

AGP

Vanguard

Tracking index

FTSE Australia 300 Choice Index

Asset class

ETF

ETF

Management fee

0.89 %

0.17 %

Price

$2.45

$66.25

Size

$58.771 million

N/A

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

7.00 %

3.91 %

Market

ASX

ASX

First listed date

24/02/2017

13/10/2020

Purchase fee

$6.50

$6.50


Community Stats

SWTZ

VETH

Popularity

Low

Low

Pearlers invested

5

805

Median incremental investment

$727.00

$993.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$1,942.85

$2,318.75

Average age group

> 35

26 - 35


Pros and Cons

SWTZ

VETH

Pros

  • Higher distribution yield

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

SWTZ

VETH

Lower exposure to AU market

Higher exposure to AU market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

Home