Compare AU
Compare VDAL 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 VDAL and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
VDAL | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 57 | 4 |
Median incremental investment | $1,000.00 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $987.63 | $2,406.95 |
Average age group | > 35 | 26 - 35 |
Key Summary
VDAL | SWTZ | |
|---|---|---|
Strategy | VDAL.AX was created on 2025-03-04 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. Vanguard Diversified All Growth Index ETF seeks to track the weighted average return of the various indices of the Underlying Funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax. | 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 | Vanguard Diversified All Growth Index ETF (100 %) | Switzer Dividend Growth Fund - Active ETF (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.27 % | 0.89 % |
Key Summary
VDAL | SWTZ | |
|---|---|---|
Issuer | Vanguard | AGP |
Tracking index | 40% S&P/ASX 300 Index - 29.5% MSCI World ex-Australia Index - 18% MSCI World ex-Australia Index - 7% MSCI World ex-Australia Small Cap Index - 5.5% MSCI Emerging Markets Index - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.27 % | 0.89 % |
Price | $47.03 | $2.30 |
Size | N/A | $55.948 million |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 0.04 % | 7.06 % |
Market | ASX | ASX |
First listed date | 04/03/2025 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDAL | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 57 | 4 |
Median incremental investment | $1,000.00 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $987.63 | $2,406.95 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VDAL | SWTZ | |
|---|---|---|
Pros |
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Cons |
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VDAL | SWTZ |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |