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Compare SWTZ vs. AEBD
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 Switzer Dividend Growth Fund - Active ETF (SWTZ) and the Betashares Ethical Australian Composite Bond ETF (AEBD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | AEBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 1 |
Median incremental investment | $828.50 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,958.71 | $5,050.98 |
Average age group | 26 - 35 | > 35 |
Key Summary
SWTZ | AEBD | |
|---|---|---|
Strategy | 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. | AEBD.AX was created on 2024-11-04 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Australian Enhanced Yield Ethically Screened Composite Bond Index, before taking into account fees and expenses. |
Top 3 holdings | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) | BRITISH COLUMBIA PROV OF 5.2% MAY-36 (2.28 %) AIRSERVICES AUSTRALIA 5.35% NOV-37 (1.53 %) AUSTRALIAN GOVERNMENT 2.75% JUN-35 (1.39 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | |
Top 3 countries | ||
Management fee | 0.89 % | 0.34 % |
Key Summary
SWTZ | AEBD | |
|---|---|---|
Issuer | AGP | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.34 % |
Price | $2.48 | $50.65 |
Size | $59.116 million | $64.947 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.22 % | 2.07 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 05/11/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | AEBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 1 |
Median incremental investment | $828.50 | $5,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,958.71 | $5,050.98 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SWTZ | AEBD | |
|---|---|---|
Pros |
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Cons |
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SWTZ | AEBD |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |