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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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Betashares Us Eqy Strong Bear Ccy H Complex ETF (BBUS) and the Switzer Dividend Growth Fund - Active ETF (SWTZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BBUS | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 14 | 4 |
Median incremental investment | $8,000.00 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,365.14 | $1,324.32 |
Average age group | > 35 | 26 - 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 | AUD - AUSTRALIA DOLLAR (90.51 %) USD - UNITED STATES DOLLAR (9.49 %) S&P500 EMINI FUT SEP25 (0.00 %) | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) |
Top 3 industries | Other (73.66 %) Communication Services (26.34 %) | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) |
Top 3 countries | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) | |
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 | $27.67 | $2.49 |
Size | $123.294 million | $59.116 million |
10Y return | -81.74 % | N/A |
Annual distribution yield (5Y) | 3.14 % | 5.27 % |
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 | 14 | 4 |
Median incremental investment | $8,000.00 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,365.14 | $1,324.32 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
BBUS | SWTZ | |
|---|---|---|
Pros |
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Cons |
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BBUS | SWTZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |