Compare AU
Compare BNKS 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 BNKS and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BNKS | SWTZ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 4 |
Median incremental investment | $1,195.53 | $727.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,667.90 | $2,338.75 |
Average age group | > 35 | > 35 |
Key Summary
BNKS | SWTZ | |
---|---|---|
Strategy | BNKS.AX was created on 2016-07-28 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. BNKS.AX aims to track the performance of an index (before fees and expenses) that comprises the largest global banks (ex-Australia), hedged into 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 | BRL - BRAZILIAN REAL (0 %) AUD - AUSTRALIA DOLLAR (0 %) CAD - CANADA DOLLAR (0 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Other (84.26 %) Communication Services (33.49 %) Financials (12.31 %) | |
Top 3 countries | ||
Management fee | 0.57 % | 0.89 % |
Key Summary
BNKS | SWTZ | |
---|---|---|
Issuer | BetaShares | AGP |
Tracking index | Nasdaq Global ex-Australia Banks Hedged AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.57 % | 0.89 % |
Price | $8.53 | $2.50 |
Size | $46.143 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 2.50 % | 7.06 % |
Market | ASX | ASX |
First listed date | 01/08/2016 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BNKS | SWTZ | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 13 | 4 |
Median incremental investment | $1,195.53 | $727.00 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,667.90 | $2,338.75 |
Average age group | > 35 | > 35 |
Pros and Cons
BNKS | SWTZ | |
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Pros |
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Cons |
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BNKS | SWTZ |
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Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |