Compare AU

Compare IBAL vs. SWTZ

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

iShares Balanced Esg 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 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/β€Šdividend 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

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

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

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