Compare AU
Compare SWTZ vs. BEAR
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 SWTZ and BEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 3 |
Median incremental investment | $828.50 | $1,175.25 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,974.57 | $2,270.32 |
Average age group | > 35 | 26 - 35 |
Key Summary
SWTZ | BEAR | |
|---|---|---|
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. | BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises). |
Top 3 holdings | Switzer Dividend Growth Fund (Managed Fund) (100 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Other (79.79 %) Communication Services (20.21 %) | |
Top 3 countries | ||
Management fee | 0.89 % | 1.38 % |
Key Summary
SWTZ | BEAR | |
|---|---|---|
Issuer | AGP | BetaShares |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.89 % | 1.38 % |
Price | $2.49 | $7.67 |
Size | $58.771 million | $50.186 million |
10Y return | N/A | -58.90 % |
Annual dividend/ distribution yield (5Y) | 7.16 % | 0.28 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 3 |
Median incremental investment | $828.50 | $1,175.25 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,974.57 | $2,270.32 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SWTZ | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
SWTZ | BEAR |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |