Compare AU

Compare BSUB vs. SWTZ

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

BetaShares Aus Major Bank Subordinated Debt ETF

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 BSUB and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

BSUB

SWTZ

Popularity

Low

Low

Pearlers invested

7

5

Median incremental investment

$7,504.38

$828.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$5,029.41

$1,998.36

Average age group

> 35

> 35


Key Summary

BSUB

SWTZ

Strategy

BSUB.AX was created on 2024-05-06 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Major Bank Subordinated FRN Index (the Index), before taking into account fees and expenses.

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

COMMONWEALTH BANK OF AUSTRALIA 5.6529% AUG-31 (9.61 %)

AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 6.3055% JAN-34 (9.43 %)

WESTPAC BANKING CORP 6.6537% JUN-33 (9.38 %)

Switzer Dividend Growth Fund (Managed Fund) (100 %)

Top 3 industries

Top 3 countries

Management fee

0.29 %

0.89 %


Key Summary

BSUB

SWTZ

Issuer

BetaShares

AGP

Tracking index

Solactive Australian Major Bank Subordinated FRN Index - AUD - Benchmark TR Gross

Asset class

ETF

ETF

Management fee

0.29 %

0.89 %

Price

$25.43

$2.54

Size

$116.894 million

$58.771 million

10Y return

N/A

N/A

Annual distribution/ dividend yield (5Y)

0.46 %

7.06 %

Market

ASX

ASX

First listed date

07/05/2024

24/02/2017

Purchase fee

$6.50

$6.50


Community Stats

BSUB

SWTZ

Popularity

Low

Low

Pearlers invested

7

5

Median incremental investment

$7,504.38

$828.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$5,029.41

$1,998.36

Average age group

> 35

> 35


Pros and Cons

BSUB

SWTZ

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

BSUB

SWTZ

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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