Compare AU
Compare IIGF 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 IIGF and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IIGF | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 5 |
Median incremental investment | $1,038.06 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,062.05 | $1,946.82 |
Average age group | > 35 | > 35 |
Key Summary
IIGF | SWTZ | |
|---|---|---|
Strategy | IIGF.AX was created on 2020-10-05 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to achieve a return of 2% above the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment. | 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 | RPMGlobal Holdings Ltd (10.13 %) CSL Ltd (6.83 %) New Hope Corp Ltd (5.72 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Other (28.42 %) Consumer Discretionary (15.54 %) Information Technology (15.39 %) | |
Top 3 countries | Australia (86.90 %) New Zealand (7.31 %) United States (5.79 %) | |
Management fee | 0.97 % | 0.89 % |
Key Summary
IIGF | SWTZ | |
|---|---|---|
Issuer | Intelligent Investor | AGP |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.89 % |
Price | $2.95 | $2.46 |
Size | $101.651 million | $58.771 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 5.21 % | 7.16 % |
Market | ASX | ASX |
First listed date | 05/10/2020 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IIGF | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 5 |
Median incremental investment | $1,038.06 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $2,062.05 | $1,946.82 |
Average age group | > 35 | > 35 |
Pros and Cons
IIGF | SWTZ | |
|---|---|---|
Pros |
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Cons |
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IIGF | SWTZ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |