Compare AU

Compare BNKS vs. SWTZ

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

BetaShares Global Banks ETF - Currency Hedged

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 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

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

BNKS

SWTZ

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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