Compare AU
Compare IBAL 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 IBAL and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IBAL | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $993.50 | $828.50 |
Median investment frequency | Weekly | Fortnightly |
Median total investment | $980.76 | $1,982.50 |
Average age group | > 35 | > 35 |
Key Summary
IBAL | SWTZ | |
|---|---|---|
Strategy | IBAL.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a Balanced long term Strategic Asset Allocation . | 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 | iShares Core MSCI Wld Ex Aus ESG ETF (20.89 %) iShares Core MSCI Australia ESG ETF (19.85 %) iShares Treasury ETF (19.00 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.03 %) | |
Top 3 countries | United States (47.38 %) Australia (36.02 %) Japan (3.94 %) | |
Management fee | 0.22 % | 0.89 % |
Key Summary
IBAL | SWTZ | |
|---|---|---|
Issuer | iShares | AGP |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.89 % |
Price | $29.70 | $2.50 |
Size | $12.205 million | $58.771 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 1.30 % | 7.16 % |
Market | ASX | ASX |
First listed date | 16/08/2022 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IBAL | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $993.50 | $828.50 |
Median investment frequency | Weekly | Fortnightly |
Median total investment | $980.76 | $1,982.50 |
Average age group | > 35 | > 35 |
Pros and Cons
IBAL | SWTZ | |
|---|---|---|
Pros |
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Cons |
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IBAL | 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 |