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Compare VESG 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Vanguard Ethically Conscious International Shares Index ETF (VESG) and the Switzer Dividend Growth Fund - Active ETF (SWTZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VESG | SWTZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,727 | 5 |
Median incremental investment | $990.50 | $727.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,018.90 | $673.75 |
Average age group | 26 - 35 | > 35 |
Key Summary
VESG | SWTZ | |
|---|---|---|
Strategy | VESG seeks to track the performance of the FTSE Developed ex-Australia Choice Index (with dividends reinvested) before considering any additional fees, expenses, and taxes. | 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 | Apple Inc. (5.54 %) Microsoft Corp. (4.67 %) Amazon.com Inc. (2.10 %) | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) |
Top 3 industries | Information Technology (26.14 %) Health Care (16.64 %) Financials (15.14 %) | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) |
Top 3 countries | United States (73.05 %) Japan (6.22 %) Switzerland (2.78 %) | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) |
Management fee | 0.18 % | 0.89 % |
Key Summary
VESG | SWTZ | |
|---|---|---|
Issuer | Vanguard | AGP |
Tracking index | FTSE Developed ex Australia Choice Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.89 % |
Price | $104.10 | $2.45 |
Size | N/A | $59.116 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.61 % | 5.26 % |
Market | ASX | ASX |
First listed date | 13/09/2018 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VESG | SWTZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 2,727 | 5 |
Median incremental investment | $990.50 | $727.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,018.90 | $673.75 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
VESG | SWTZ | |
|---|---|---|
Pros |
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Cons |
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VESG | SWTZ |
|---|---|
Lower exposure to AU market | Higher 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 |