Compare AU
Compare DBBF 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 DBBF and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DBBF | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 5 |
Median incremental investment | $1,559.78 | $828.50 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $5,266.00 | $1,974.57 |
Average age group | 26 - 35 | > 35 |
Key Summary
DBBF | SWTZ | |
|---|---|---|
Strategy | DBBF.AX was created on 2019-12-15 by BetaShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. DBBF.AX aims to provide exposure to a cost-effective, multi-asset class portfolio, for investors whose priority is investing in a way that aligns with their values. | 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 | BETASHARES SUSTAINABILITY LEAD (50.83 %) BETASHARES GLOBAL SUSTAINABILI (21.38 %) BETASHARES AUSTRALIAN SUSTAINA (18.40 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Other (99.83 %) Communication Services (0.17 %) | |
Top 3 countries | United States (49.53 %) Australia (33.94 %) Japan (4.68 %) | |
Management fee | 0.26 % | 0.89 % |
Key Summary
DBBF | SWTZ | |
|---|---|---|
Issuer | BetaShares | AGP |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.89 % |
Price | $26.33 | $2.49 |
Size | $29.373 million | $58.771 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 3.50 % | 7.16 % |
Market | ASX | ASX |
First listed date | 11/12/2019 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DBBF | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 5 |
Median incremental investment | $1,559.78 | $828.50 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $5,266.00 | $1,974.57 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
DBBF | SWTZ | |
|---|---|---|
Pros |
|
|
Cons |
|
|
DBBF | SWTZ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |