Compare AU
Compare SWTZ vs. WXHG
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 | $828.50 | $660.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,023.12 | $3,277.32 |
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 | $2.48 | $26.37 |
Size | $60.247 million | $280.486 million |
10Y return | N/A | 39.89 % |
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 | $828.50 | $660.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,023.12 | $3,277.32 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SWTZ | WXHG | |
|---|---|---|
Pros |
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Cons |
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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 |