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Compare VTS 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 US Total Market Shares Index ETF (VTS) 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
VTS | SWTZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,296 | 6 |
Median incremental investment | $1,293.50 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,589.54 | $2,447.83 |
Average age group | > 35 | > 35 |
Key Summary
VTS | SWTZ | |
|---|---|---|
Strategy | Vanguard U.S. Total Market Shares Index ETF (ASX: VTS) seeks to track the performance of the CRSP US Total Market Index before account fees, expenses and taxes. The index tracks the large, mid, small and micro-cap stocks on the US stock market, thus representing nearly 100% of the investable US stock market. | 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. (5.56 %) Microsoft Corp. (4.68 %) Amazon.com Inc. (2.06 %) | BHP Group Ltd (6.64 %) National Australia Bank Ltd (6.09 %) Westpac Banking Corp (5.85 %) |
Top 3 industries | Information Technology (25.02 %) Health Care (15.04 %) Financials (10.84 %) | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) |
Top 3 countries | United States (99.41 %) Switzerland (0.25 %) Canada (0.12 %) | |
Management fee | 0.03 % | 0.89 % |
Key Summary
VTS | SWTZ | |
|---|---|---|
Issuer | Vanguard | AGP |
Tracking index | CRSP U.S. Total Market Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.03 % | 0.89 % |
Price | $508.14 | $2.42 |
Size | $564.698 billion | $59.639 million |
10Y return | 241.97 % | N/A |
Annual distribution yield (5Y) | 1.19 % | 5.22 % |
Market | ASX | ASX |
First listed date | 08/05/2009 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VTS | SWTZ | |
|---|---|---|
Popularity | Medium | Low |
Pearlers invested | 3,296 | 6 |
Median incremental investment | $1,293.50 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,589.54 | $2,447.83 |
Average age group | > 35 | > 35 |
Pros and Cons
VTS | SWTZ | |
|---|---|---|
Pros |
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Cons |
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VTS | SWTZ |
|---|---|
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 |