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Compare CRED 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 Australian Investment Grade Corporate Bond ETF (CRED) 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
CRED | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 7 |
Median incremental investment | $2,735.00 | $828.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,441.25 | $1,958.71 |
Average age group | > 35 | 26 - 35 |
Key Summary
CRED | SWTZ | |
|---|---|---|
Strategy | CRED.AX was created on 2018-05-31 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. CRED.AX aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of senior, fixed-rate, investment grade Australian corporate bonds. | 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 (3.26 %) EMIRATES NBD BANK PJSC 5.913% JUN-35 (2.63 %) VONOVIA SE 5.717% SEP-35 (2.39 %) | BHP Group Ltd (6.64 %) National Australia Bank Ltd (6.09 %) Westpac Banking Corp (5.85 %) |
Top 3 industries | Other (99.06 %) Communication Services (0.94 %) | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) |
Top 3 countries | ||
Management fee | 0.25 % | 0.89 % |
Key Summary
CRED | SWTZ | |
|---|---|---|
Issuer | BetaShares | AGP |
Tracking index | Solactive Australian Investment Grade Corporate Bond Select Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.89 % |
Price | $23.75 | $2.47 |
Size | $1.573 billion | $59.893 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.70 % | 5.11 % |
Market | ASX | ASX |
First listed date | 04/06/2018 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CRED | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 37 | 7 |
Median incremental investment | $2,735.00 | $828.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $4,441.25 | $1,958.71 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
CRED | SWTZ | |
|---|---|---|
Pros |
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Cons |
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CRED | SWTZ |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |