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Compare IOZ 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 Core S&P/ASX 200 ETF (IOZ) 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
IOZ | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 965 | 5 |
Median incremental investment | $997.82 | $727.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,826.09 | $668.25 |
Average age group | > 35 | > 35 |
Key Summary
IOZ | SWTZ | |
|---|---|---|
Strategy | The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX. | 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 | COMMONWEALTH BANK OF AUSTRALIA (10.63 %) BHP GROUP LTD (7.83 %) WESTPAC BANKING CORPORATION CORP (4.90 %) | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) |
Top 3 industries | Financials (33.09 %) Materials (17.71 %) Health Care (8.35 %) | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) |
Top 3 countries | Australia (95.21 %) United States (3.22 %) New Zealand (0.60 %) | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) |
Management fee | 0.05 % | 0.89 % |
Key Summary
IOZ | SWTZ | |
|---|---|---|
Issuer | iShares | AGP |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.89 % |
Price | $34.89 | $2.43 |
Size | $8.456 billion | $59.116 million |
10Y return | 61.60 % | N/A |
Annual distribution yield (5Y) | 4.03 % | 5.26 % |
Market | ASX | ASX |
First listed date | 09/12/2010 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IOZ | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 965 | 5 |
Median incremental investment | $997.82 | $727.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,826.09 | $668.25 |
Average age group | > 35 | > 35 |
Pros and Cons
IOZ | SWTZ | |
|---|---|---|
Pros |
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Cons |
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IOZ | SWTZ |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |