Compare AU
Compare IVV 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 IVV and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
IVV | SWTZ | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,553 | 5 |
Median incremental investment | $1,000.00 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,048.96 | $1,974.57 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | SWTZ | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | |
Top 3 countries | United States (99.92 %) | |
Management fee | 0.04 % | 0.89 % |
Key Summary
IVV | SWTZ | |
|---|---|---|
Issuer | iShares | AGP |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.89 % |
Price | $63.52 | $2.49 |
Size | $10.979 billion | $58.771 million |
10Y return | 288.50 % | N/A |
Annual distribution/ dividend yield (5Y) | 13.82 % | 7.16 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | SWTZ | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,553 | 5 |
Median incremental investment | $1,000.00 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,048.96 | $1,974.57 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | SWTZ | |
|---|---|---|
Pros |
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Cons |
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IVV | SWTZ |
|---|---|
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 |