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Compare IHHY vs. SWTZ

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

iShares Global High Yield Bond (Aud Hedged) 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 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/β€Šdividend 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

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

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

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