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Compare SWTZ vs. HCRD
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 Interest Rate Hedged Aus Corp Bond ETF (HCRD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | HCRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 5 |
Median incremental investment | $727.00 | $7,320.35 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $657.25 | $49,733.20 |
Average age group | > 35 | > 35 |
Key Summary
SWTZ | HCRD | |
|---|---|---|
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. | HCRD.AX was created on 2022-11-14 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Investment Grade Corporate Bond Select DH 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 %) | AUST 10Y BOND FUT MAR26 (0 %) EMIRATES NBD BANK PJSC 5.913% JUN-35 (2.91 %) AROUNDTOWN SA 6.65% FEB-36 (2.40 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | Other (99.06 %) Communication Services (0.94 %) |
Top 3 countries | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) | |
Management fee | 0.89 % | 0.29 % |
Key Summary
SWTZ | HCRD | |
|---|---|---|
Issuer | AGP | BetaShares |
Tracking index | Solactive Australian Investment Grade Corporate Bond Select Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.29 % |
Price | $2.45 | $25.40 |
Size | $59.116 million | $244.422 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.26 % | 3.46 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 15/11/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | HCRD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 5 |
Median incremental investment | $727.00 | $7,320.35 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $657.25 | $49,733.20 |
Average age group | > 35 | > 35 |
Pros and Cons
SWTZ | HCRD | |
|---|---|---|
Pros |
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Cons |
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SWTZ | HCRD |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |