Compare AU
Compare PLUS 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 are a popular choice. Two options in the ASX are PLUS and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
PLUS | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 5 |
Median incremental investment | $4,993.50 | $828.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $9,388.30 | $1,946.82 |
Average age group | > 35 | > 35 |
Key Summary
PLUS | SWTZ | |
|---|---|---|
Strategy | PLUS.AX was created on 2017-05-09 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. PLUS.AX invests in a diversified portfolio of Australian dollar denominated bonds consisting predominantly of the highest yielding investment grade corporate bonds issued in Australia with the aim of providing investment returns (before fees and other costs) that track the performance of the Markit iBoxx AUD Corporates Yield Plus Index. | 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 | VanEck Australian Corporate Bond Plus ETF (100 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.32 % | 0.89 % |
Key Summary
PLUS | SWTZ | |
|---|---|---|
Issuer | VanEck | AGP |
Tracking index | Markit iBoxx AUD Corporates Yield Plus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.89 % |
Price | $16.84 | $2.46 |
Size | $338.253 million | $58.771 million |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 3.07 % | 7.16 % |
Market | ASX | ASX |
First listed date | 11/05/2017 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
PLUS | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 5 |
Median incremental investment | $4,993.50 | $828.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $9,388.30 | $1,946.82 |
Average age group | > 35 | > 35 |
Pros and Cons
PLUS | SWTZ | |
|---|---|---|
Pros |
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Cons |
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PLUS | SWTZ |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |