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Compare XCO2 vs. SWTZ

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

VanEck Global Carbon Credits ETF (Synthetic)

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 XCO2 and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

XCO2

SWTZ

Popularity

Low

Low

Pearlers invested

18

5

Median incremental investment

$820.00

$828.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,090.40

$1,982.50

Average age group

26 - 35

> 35


Key Summary

XCO2

SWTZ

Strategy

XCO2.AX was created on 2022-10-11 by VanEck. The fund's investment portfolio concentrates primarily on theme equity. VanEck Global Carbon Credits ETF (Synthetic) gives investors exposure to the price of carbon as reflected in futures markets

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

VanEck Global Carbon Credits ETF (Synthetic) (100 %)

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

Top 3 industries

Top 3 countries

Management fee

0.45 %

0.89 %


Key Summary

XCO2

SWTZ

Issuer

VanEck

AGP

Tracking index

ICE Global Carbon Futures Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.45 %

0.89 %

Price

$17.91

$2.50

Size

$2.835 million

$58.771 million

10Y return

N/A

N/A

Annual dividend yield (5Y)

0.45 %

7.16 %

Market

ASX

ASX

First listed date

12/10/2022

24/02/2017

Purchase fee

$6.50

$6.50


Community Stats

XCO2

SWTZ

Popularity

Low

Low

Pearlers invested

18

5

Median incremental investment

$820.00

$828.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,090.40

$1,982.50

Average age group

26 - 35

> 35


Pros and Cons

XCO2

SWTZ

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

XCO2

SWTZ

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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