Compare AU
Compare WDIV 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 WDIV and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
WDIV | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 5 |
Median incremental investment | $658.36 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,496.12 | $1,982.50 |
Average age group | > 35 | > 35 |
Key Summary
WDIV | SWTZ | |
|---|---|---|
Strategy | WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 274.33m in AUM and 96 holdings. The SPDR S&P Global Dividend Fund seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats AUD Index. | 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 | Altria Group Inc (2.72 %) Highwoods Properties Inc (2.39 %) Solvay SA (2.21 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Industrials (30.46 %) Real Estate (29.84 %) Consumer Staples (23.52 %) | |
Top 3 countries | United States (23.78 %) Canada (21.10 %) Japan (12.42 %) | |
Management fee | 0.35 % | 0.89 % |
Key Summary
WDIV | SWTZ | |
|---|---|---|
Issuer | SPDR | AGP |
Tracking index | S&P Global Dividend Aristocrats Index sp_43 | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.89 % |
Price | $20.46 | $2.50 |
Size | $278.795 million | $58.771 million |
10Y return | 18.68 % | N/A |
Annual distribution/ dividend yield (5Y) | 4.85 % | 7.16 % |
Market | ASX | ASX |
First listed date | 04/11/2013 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WDIV | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 5 |
Median incremental investment | $658.36 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,496.12 | $1,982.50 |
Average age group | > 35 | > 35 |
Pros and Cons
WDIV | SWTZ | |
|---|---|---|
Pros |
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Cons |
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WDIV | 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 |