Compare AU
Compare ILB 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 ILB and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ILB | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 5 |
Median incremental investment | $1,363.22 | $828.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $4,262.58 | $1,982.50 |
Average age group | > 35 | > 35 |
Key Summary
ILB | SWTZ | |
|---|---|---|
Strategy | ILB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The fund aims to provide investors with the performance of the Bloomberg AusBond Inflation Government 0+ Yr Index, before fees and expenses. The index is designed to measure the performance of a segment of the Australian bond market comprised of inflation-linked fixed income securities. | 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 | AUSTRALIA (COMMONWEALTH OF) RegS (17.85 %) AUSTRALIA (COMMONWEALTH OF) RegS (16.44 %) AUSTRALIA (COMMONWEALTH OF) RegS (15.04 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Other (99.80 %) Communication Services (0.20 %) | |
Top 3 countries | ||
Management fee | 0.18 % | 0.89 % |
Key Summary
ILB | SWTZ | |
|---|---|---|
Issuer | iShares | AGP |
Tracking index | Bloomberg AusBond Inflation Government (0+Y) Index - AUD-Australian Dollar | |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.89 % |
Price | $125.37 | $2.50 |
Size | $871.952 million | $58.771 million |
10Y return | 11.06 % | N/A |
Annual distribution/ dividend yield (5Y) | 1.14 % | 7.16 % |
Market | ASX | ASX |
First listed date | 14/03/2012 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
ILB | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 8 | 5 |
Median incremental investment | $1,363.22 | $828.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $4,262.58 | $1,982.50 |
Average age group | > 35 | > 35 |
Pros and Cons
ILB | SWTZ | |
|---|---|---|
Pros |
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Cons |
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ILB | SWTZ |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |