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Compare U100 vs. SWTZ

Compare shares and ETFs on the ASX that you can trade on Pearler.

Global X Us 100 ETF.

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 U100 and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

U100

SWTZ

Popularity

Low

Low

Pearlers invested

126

5

Median incremental investment

$1,117.26

$828.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,900.72

$1,998.36

Average age group

> 35

> 35


Key Summary

U100

SWTZ

Strategy

U100.AX was created on 2023-08-21 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 45.44m in AUM and 100 holdings. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Global X US 100 Index.

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.

Top 3 holdings

Global X Us 100 ETF. (100 %)

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

Top 3 industries

Top 3 countries

Management fee

0.24 %

0.89 %


Key Summary

U100

SWTZ

Issuer

Global X

AGP

Tracking index

Global X US 100 Index - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.24 %

0.89 %

Price

$14.40

$2.54

Size

$50.971 million

$58.771 million

10Y return

N/A

N/A

Annual dividend yield (5Y)

0.06 %

7.06 %

Market

ASX

ASX

First listed date

22/08/2023

24/02/2017

Purchase fee

$6.50

$6.50


Community Stats

U100

SWTZ

Popularity

Low

Low

Pearlers invested

126

5

Median incremental investment

$1,117.26

$828.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$2,900.72

$1,998.36

Average age group

> 35

> 35


Pros and Cons

U100

SWTZ

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

U100

SWTZ

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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