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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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Betashares Global Banks Currency Hedged ETF (BNKS) 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
BNKS | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 6 |
Median incremental investment | $1,000.00 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,792.94 | $2,447.83 |
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 %) | BHP Group Ltd (6.64 %) National Australia Bank Ltd (6.09 %) Westpac Banking Corp (5.85 %) |
Top 3 industries | Other (85.83 %) Communication Services (33.49 %) Financials (10.82 %) | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) |
Top 3 countries | United States (34.16 %) Canada (15.63 %) Japan (8.37 %) | |
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 | $11.42 | $2.42 |
Size | $122.581 million | $59.639 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.29 % | 5.22 % |
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 | 39 | 6 |
Median incremental investment | $1,000.00 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,792.94 | $2,447.83 |
Average age group | > 35 | > 35 |
Pros and Cons
BNKS | SWTZ | |
|---|---|---|
Pros |
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Cons |
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BNKS | SWTZ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |