Compare AU

Compare SWTZ vs. WXHG

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

Community Stats

SWTZ

WXHG

Popularity

Low

Low

Pearlers invested

5

9

Median incremental investment

$727.00

$660.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$1,942.85

$3,217.80

Average age group

> 35

26 - 35


Key Summary

SWTZ

WXHG

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.

WXHG.AX was created on 2013-07-08 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The SPDR S&P World ex Australia (Hedged) Fund seeks to closely track, before fees and expenses, the returns of the S&P Developed ex Australia LargeMidCap AUD Hedged Index.

Top 3 holdings

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

SPDR S&P World Ex Aus Carbon Control (Hedged) Fund (100 %)

Top 3 industries

Top 3 countries

United States (68.24 %)

Japan (8.19 %)

United Kingdom of Great Britain and Northern Ireland (3.95 %)

Management fee

0.89 %

0.1 %


Key Summary

SWTZ

WXHG

Issuer

AGP

SPDR

Tracking index

S&P Developed ex Australia LargeMidCap AUD Hedged Index - AUD

Asset class

ETF

ETF

Management fee

0.89 %

0.1 %

Price

$2.45

$25.95

Size

$58.771 million

$277.052 million

10Y return

N/A

41.42 %

Annual dividend yield (5Y)

7.00 %

9.09 %

Market

ASX

ASX

First listed date

24/02/2017

09/07/2013

Purchase fee

$6.50

$6.50


Community Stats

SWTZ

WXHG

Popularity

Low

Low

Pearlers invested

5

9

Median incremental investment

$727.00

$660.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$1,942.85

$3,217.80

Average age group

> 35

26 - 35


Pros and Cons

SWTZ

WXHG

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

SWTZ

WXHG

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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