Compare AU
Compare VDGR 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 VDGR and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
VDGR | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 107 | 5 |
Median incremental investment | $1,052.75 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,260.43 | $1,982.50 |
Average age group | > 35 | > 35 |
Key Summary
VDGR | SWTZ | |
|---|---|---|
Strategy | VDGR.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund seeks to achieve its objective by employing a passive investment strategy that tracks the weighted average return of the various indices of the Underlying Funds in which the Fund invests, in proportion to the SAA for the Fund, before takinginto 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 | BHP Group Ltd. (3.01 %) Commonwealth Bank of Australia (2.40 %) CSL Ltd. (1.89 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Other (31.32 %) Financials (13.67 %) Information Technology (9.13 %) | |
Top 3 countries | United States (39.83 %) Australia (38.22 %) Japan (3.61 %) | |
Management fee | 0.27 % | 0.89 % |
Key Summary
VDGR | SWTZ | |
|---|---|---|
Issuer | Vanguard | AGP |
Tracking index | 28% S&P/ASX 300 Index - 20.5% MSCI World ex-Australia Index - 12.5% MSCI World ex Australia Hedged to AUD Index - 5% MSCI World ex-Australia Small Cap Index - 34% Other Benchmark | |
Asset class | ETF | ETF |
Management fee | 0.27 % | 0.89 % |
Price | $63.65 | $2.50 |
Size | $1.222 million | $58.771 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 5.01 % | 7.16 % |
Market | ASX | ASX |
First listed date | 22/11/2017 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDGR | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 107 | 5 |
Median incremental investment | $1,052.75 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,260.43 | $1,982.50 |
Average age group | > 35 | > 35 |
Pros and Cons
VDGR | SWTZ | |
|---|---|---|
Pros |
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Cons |
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VDGR | SWTZ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |