Compare AU
Compare WXHG 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 WXHG and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
WXHG | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 6 |
Median incremental investment | $668.05 | $727.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,180.60 | $1,631.94 |
Average age group | > 35 | > 35 |
Key Summary
WXHG | SWTZ | |
|---|---|---|
Strategy | WXHG.AX was created on 2013-07-08 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The SPDR S&P World ex Australia Carbon Aware (Hedged) ETF seeks to closely track, before fees and expenses, the returns of the S&P Developed Ex-Australia LargeMidCap Carbon Aware AUD Hedged 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 | SPDR® S&P World ex Aus Crb Aware ETF (99.86 %) | Switzer Dividend Growth Fund - Active ETF (100 %) |
Top 3 industries | ||
Top 3 countries | United States (68.24 %) Japan (8.19 %) United Kingdom of Great Britain and Northern Ireland (3.95 %) | |
Management fee | 0.1 % | 0.89 % |
Key Summary
WXHG | SWTZ | |
|---|---|---|
Issuer | SPDR | AGP |
Tracking index | S&P Developed ex Australia LargeMidCap AUD Hedged Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.89 % |
Price | $25.65 | $2.36 |
Size | $292.431 million | $56.903 million |
10Y return | 26.85 % | N/A |
Annual distribution/ dividend yield (5Y) | 9.09 % | 7.17 % |
Market | ASX | ASX |
First listed date | 09/07/2013 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
WXHG | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 6 |
Median incremental investment | $668.05 | $727.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,180.60 | $1,631.94 |
Average age group | > 35 | > 35 |
Pros and Cons
WXHG | SWTZ | |
|---|---|---|
Pros |
| |
Cons |
|
WXHG | SWTZ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |