Compare AU
Compare IHHY 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 IHHY and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IHHY | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 5 |
Median incremental investment | $2,013.75 | $828.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $7,743.90 | $1,946.82 |
Average age group | > 35 | > 35 |
Key Summary
IHHY | SWTZ | |
|---|---|---|
Strategy | IHHY.AX was created on 2015-12-04 by iShares. The fund's investment portfolio concentrates primarily on high yield fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses (including the cost of hedging), composed of liquid, global developed, high yield corporate bonds (hedged to Australian dollars). | 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 | ISH GLBL HY CP BD UCITS USD DIST (101.58 %) USD CASH (0.08 %) AUD CASH (0.05 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Other (93.76 %) Communication Services (0.00 %) | |
Top 3 countries | United States (100.00 %) | |
Management fee | 0.56 % | 0.89 % |
Key Summary
IHHY | SWTZ | |
|---|---|---|
Issuer | iShares | AGP |
Tracking index | Markit iBoxx Global Developed Markets High Yield Capped Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.56 % | 0.89 % |
Price | $93.30 | $2.47 |
Size | $215.084 million | $58.771 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 4.93 % | 7.16 % |
Market | ASX | ASX |
First listed date | 09/12/2015 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHHY | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 5 |
Median incremental investment | $2,013.75 | $828.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $7,743.90 | $1,946.82 |
Average age group | > 35 | > 35 |
Pros and Cons
IHHY | SWTZ | |
|---|---|---|
Pros |
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Cons |
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IHHY | SWTZ |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |