Compare AU
Compare U100 vs. SWTZ
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 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 |
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Cons |
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U100 | SWTZ |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |