Compare AU

Compare BBUS vs. SWTZ

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

BetaShares Us Eqy Strong Bear - Ch (Hedge Fund)

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 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/β€Šdividend 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

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

BBUS

SWTZ

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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