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Compare XASG vs. SWTZ

Compare shares and ETFs on the ASX that you can trade on Pearler.

Alphinity Global Sustainable Equity Fund - Active ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares are a popular choice. Two options in the ASX are XASG and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

XASG

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

$1,998.36

Average age group

N/A

> 35


Key Summary

XASG

SWTZ

Strategy

XASG.AX was created on 2021-06-02 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund primarily invests in a diversified portfolio of leading global sustainable companies, which are aligned with one or more of the United Nations Sustainable Development Goals (SDGs), with strong ESG characteristics.

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

Alphinity Global Sustainable Equity Fund - Active ETF (100 %)

Switzer Dividend Growth Fund (Managed Fund) (100 %)

Top 3 industries

Top 3 countries

Management fee

0.75 %

0.89 %


Key Summary

XASG

SWTZ

Issuer

Alphinity

AGP

Tracking index

Asset class

ETF

ETF

Management fee

0.75 %

0.89 %

Price

$7.46

$2.52

Size

N/A

$58.771 million

10Y return

N/A

N/A

Annual dividend yield (5Y)

0.46 %

7.16 %

Market

ASX

ASX

First listed date

16/01/2023

24/02/2017

Purchase fee

$6.50

$6.50


Community Stats

XASG

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

$1,998.36

Average age group

N/A

> 35


Pros and Cons

XASG

SWTZ

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

XASG

SWTZ

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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