Compare AU
Compare BBUS 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 BBUS and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BBUS | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 5 |
Median incremental investment | $4,993.50 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,833.06 | $1,998.36 |
Average age group | > 35 | > 35 |
Key Summary
BBUS | SWTZ | |
|---|---|---|
Strategy | BBUS.AX was created on 2015-08-24 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to help investors profit from, or protect against, a declining U.S. share market. It seeks to generate magnified returns that are negatively correlated to the returns of the U.S. share market (as measured by the S&P 500 index), hedged to Australian dollars. | 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 | S&P500 EMINI FUT SEP24 (0 %) AUD - AUSTRALIA DOLLAR (98.14 %) USD - UNITED STATES DOLLAR (1.86 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Other (73.66 %) Communication Services (26.34 %) | |
Top 3 countries | ||
Management fee | 1.38 % | 0.89 % |
Key Summary
BBUS | SWTZ | |
|---|---|---|
Issuer | BetaShares | AGP |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.38 % | 0.89 % |
Price | $4.11 | $2.52 |
Size | $132.477 million | $58.771 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 1.89 % | 7.16 % |
Market | ASX | ASX |
First listed date | 26/08/2015 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BBUS | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 5 |
Median incremental investment | $4,993.50 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,833.06 | $1,998.36 |
Average age group | > 35 | > 35 |
Pros and Cons
BBUS | SWTZ | |
|---|---|---|
Pros |
| |
Cons |
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BBUS | SWTZ |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |