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Compare XMET vs. SWTZ

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

BetaShares Energy Transition Metals ETF

ASX

Buy

Buy

Overview
Performance

Overview

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

Community Stats

XMET

SWTZ

Popularity

Low

Low

Pearlers invested

31

4

Median incremental investment

$1,005.61

$727.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,114.08

$2,329.40

Average age group

> 35

> 35


Key Summary

XMET

SWTZ

Strategy

XMET.AX was created on 2022-10-26 by BetaShares. The fund's investment portfolio concentrates primarily on materials equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Nasdaq Sprott Energy Transition Materials Select Index, before taking into account fees and expenses

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

FIRST QUANTUM MINERALS LTD (6.03 %)

WHEATON PRECIOUS METALS CORP (5.85 %)

SOUTHERN COPPER CORP (5.64 %)

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

Top 3 industries

Other (65.48 %)

Materials (34.38 %)

Information Technology (0.14 %)

Top 3 countries

Management fee

0.69 %

0.89 %


Key Summary

XMET

SWTZ

Issuer

BetaShares

AGP

Tracking index

Nasdaq Sprott Energy Transition Materials Select Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.69 %

0.89 %

Price

$8.44

$2.49

Size

$27.817 million

N/A

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

0.37 %

7.06 %

Market

ASX

ASX

First listed date

27/10/2022

24/02/2017

Purchase fee

$6.50

$6.50


Community Stats

XMET

SWTZ

Popularity

Low

Low

Pearlers invested

31

4

Median incremental investment

$1,005.61

$727.00

Median investment frequency

Monthly

Fortnightly

Median total investment

$1,114.08

$2,329.40

Average age group

> 35

> 35


Pros and Cons

XMET

SWTZ

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

XMET

SWTZ

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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