Compare AU
Compare UMAX 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 and ETFs are a popular choice. Two options in the ASX are UMAX and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 5 |
Median incremental investment | $993.50 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,594.40 | $1,946.82 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | SWTZ | |
|---|---|---|
Strategy | UMAX.AX was created on 2014-09-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. UMAX.AX aims to generate attractive quarterly income and reduce the volatility of portfolio returns by implementing an equity income investment strategy over a portfolio of stocks comprising the S&P 500 Index. UMAX.AX does not aim to track an 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 | SPX US 07/19/24 C5585 (0 %) ISHARES CORE S&P 500 ETF (98.50 %) AUD - AUSTRALIA DOLLAR (1.33 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (99.40 %) Switzerland (0.28 %) Netherlands (0.13 %) | |
Management fee | 0.79 % | 0.89 % |
Key Summary
UMAX | SWTZ | |
|---|---|---|
Issuer | BetaShares | AGP |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.89 % |
Price | $27.60 | $2.46 |
Size | $255.387 million | $58.771 million |
10Y return | 65.17 % | N/A |
Annual distribution/ dividend yield (5Y) | 6.16 % | 7.16 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 5 |
Median incremental investment | $993.50 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,594.40 | $1,946.82 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | SWTZ | |
|---|---|---|
Pros |
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Cons |
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UMAX | SWTZ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |