Compare AU
Compare VNGS 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 VNGS and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
VNGS | SWTZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 5 |
Median incremental investment | $0 | $828.50 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $1,974.57 |
Average age group | N/A | > 35 |
Key Summary
VNGS | SWTZ | |
|---|---|---|
Strategy | VNGS.AX was created on 2022-06-01 by Vaughan. The fund's investment portfolio concentrates primarily on extended market equity. The Fund aims to outperform the MSCI ACWI SMID Cap Index (after fees and expenses and before taxes) on a rolling five-year basis. | 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 | Monolithic Power Systems Inc (3.37 %) Element Solutions Inc (3.09 %) Cushman & Wakefield PLC (2.66 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Other (21.22 %) Information Technology (19.22 %) Financials (15.49 %) | |
Top 3 countries | United States (58.61 %) United Kingdom of Great Britain and Northern Ireland (11.67 %) Japan (4.24 %) | |
Management fee | 1.12 % | 0.89 % |
Key Summary
VNGS | SWTZ | |
|---|---|---|
Issuer | Vaughan | AGP |
Tracking index | MSCI ACWI SMID Cap Index | |
Asset class | ETF | ETF |
Management fee | 1.12 % | 0.89 % |
Price | $3.28 | $2.49 |
Size | $27.627 million | $58.771 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | - % | 7.16 % |
Market | ASX | ASX |
First listed date | 31/05/2022 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VNGS | SWTZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 5 |
Median incremental investment | $0 | $828.50 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $1,974.57 |
Average age group | N/A | > 35 |
Pros and Cons
VNGS | SWTZ | |
|---|---|---|
Pros |
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Cons |
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VNGS | SWTZ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |