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Compare IEU 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 iShares Europe ETF (IEU) 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
IEU | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 143 | 5 |
Median incremental investment | $1,092.07 | $727.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,299.20 | $668.25 |
Average age group | 26 - 35 | > 35 |
Key Summary
IEU | SWTZ | |
|---|---|---|
Strategy | IEU.AX was created on 2000-07-25 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the S&P Europe 350TM Index, before fees and expenses. The index is designed to measure the performance of large capitalisation equities and covers 16 major developed European markets | 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 EUROPE ETF TRUST (99.97 %) AUD CASH (0.12 %) USD/AUD (0.00 %) | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) |
Top 3 industries | Other (99.93 %) Communication Services (0.07 %) | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) |
Top 3 countries | United Kingdom of Great Britain and Northern Ireland (22.55 %) Switzerland (14.59 %) Germany (14.45 %) | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) |
Management fee | 0.59 % | 0.89 % |
Key Summary
IEU | SWTZ | |
|---|---|---|
Issuer | iShares | AGP |
Tracking index | S&P Europe 350 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.89 % |
Price | $95.80 | $2.43 |
Size | $897.196 million | $59.116 million |
10Y return | 86.13 % | N/A |
Annual distribution yield (5Y) | 2.62 % | 5.26 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IEU | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 143 | 5 |
Median incremental investment | $1,092.07 | $727.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,299.20 | $668.25 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IEU | SWTZ | |
|---|---|---|
Pros |
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Cons |
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IEU | 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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |