Back
Compare AU
Compare GBND 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 Green Bond Currency Hedged ETF (GBND) 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
GBND | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 4 |
Median incremental investment | $1,096.10 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,602.70 | $1,335.00 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
GBND | SWTZ | |
|---|---|---|
Strategy | GBND.AX was created on 2019-11-26 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 and Global Select Sustainability Leaders Bond TR Index - AUD Hedged, 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 | US 5YR NOTE (CBT) MAR26 (0 %) EURO-OAT FUTURE MAR26 (0 %) US 10YR NOTE (CBT)MAR26 (0 %) | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) |
Top 3 industries | Other (74.40 %) Communication Services (25.60 %) | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) |
Top 3 countries | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) | |
Management fee | 0.49 % | 0.89 % |
Key Summary
GBND | SWTZ | |
|---|---|---|
Issuer | BetaShares | AGP |
Tracking index | Solactive Australian and Global Select Sustainability Leaders Bond Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.89 % |
Price | $20.68 | $2.50 |
Size | $216.799 million | $59.116 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.61 % | 5.27 % |
Market | ASX | ASX |
First listed date | 28/11/2019 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GBND | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 22 | 4 |
Median incremental investment | $1,096.10 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,602.70 | $1,335.00 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
GBND | SWTZ | |
|---|---|---|
Pros |
|
|
Cons |
|
|
GBND | SWTZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |