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Compare XALG 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 Alphinity Global Equity Fund - Active ETF (XALG) 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
XALG | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 6 |
Median incremental investment | $751.00 | $687.17 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,730.73 | $2,088.46 |
Average age group | 26 - 35 | > 35 |
Key Summary
XALG | SWTZ | |
|---|---|---|
Strategy | XALG.AX was created on 2015-12-21 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform its benchmark after costs and over rolling three-year periods. | 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 | Microsoft Corp (5.67 %) JPMorgan Chase & Co (5.41 %) AstraZeneca PLC (5.32 %) | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) |
Top 3 industries | Information Technology (40.61 %) Financials (25.24 %) Communication Services (16.73 %) | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) |
Top 3 countries | United States (81.41 %) United Kingdom of Great Britain and Northern Ireland (6.36 %) Taiwan (3.43 %) | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) |
Management fee | 0.75 % | 0.89 % |
Key Summary
XALG | SWTZ | |
|---|---|---|
Issuer | Alphinity | AGP |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.75 % | 0.89 % |
Price | $10.04 | $2.41 |
Size | N/A | $59.116 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.26 % | 5.22 % |
Market | ASX | ASX |
First listed date | 16/01/2023 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
XALG | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 6 |
Median incremental investment | $751.00 | $687.17 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $5,730.73 | $2,088.46 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
XALG | SWTZ | |
|---|---|---|
Pros |
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Cons |
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XALG | SWTZ |
|---|---|
Lower exposure to AU market | Higher 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 |
Higher distribution yield | Lower distribution yield |