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Compare AU
Compare VHY 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 Australian Shares High Yield ETF (VHY) 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
VHY | SWTZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,803 | 4 |
Median incremental investment | $999.30 | $585.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,504.10 | $2,595.06 |
Average age group | > 35 | > 35 |
Key Summary
VHY | SWTZ | |
|---|---|---|
Strategy | VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index 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 | BHP Group Ltd. (10.26 %) Commonwealth Bank of Australia (9.79 %) National Australia Bank Ltd. (6.83 %) | BHP Group Ltd (12.18 %) Commonwealth Bank of Australia (7.30 %) Westpac Banking Corp (6.45 %) |
Top 3 industries | Financials (40.37 %) Materials (23.34 %) Energy (10.73 %) | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) |
Top 3 countries | Australia (100.00 %) | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) |
Management fee | 0.25 % | 0.89 % |
Key Summary
VHY | SWTZ | |
|---|---|---|
Issuer | Vanguard | AGP |
Tracking index | FTSE Australia High Dividend Yield Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.89 % |
Price | $84.05 | $2.33 |
Size | $8.013 billion | $59.116 million |
10Y return | 45.89 % | N/A |
Annual distribution yield (5Y) | 5.87 % | 5.28 % |
Market | ASX | ASX |
First listed date | 26/05/2011 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VHY | SWTZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,803 | 4 |
Median incremental investment | $999.30 | $585.33 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,504.10 | $2,595.06 |
Average age group | > 35 | > 35 |
Pros and Cons
VHY | SWTZ | |
|---|---|---|
Pros |
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Cons |
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VHY | SWTZ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |