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Compare SWTZ vs. IISV
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 Intell Investor Select Value Shr Fund - Active ETF (IISV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 13 |
Median incremental investment | $687.17 | $819.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,157.50 | $6,732.96 |
Average age group | > 35 | > 35 |
Key Summary
SWTZ | IISV | |
|---|---|---|
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. | IISV.AX was created on 2023-03-31 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. The portfolio aims to outperform the S&P/ASX 200 Accumulation Index p.a. over five year rolling periods with minimal turnover to allow returns to compound in a favourable tax environment |
Top 3 holdings | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (6.77 %) Visa Inc Class A (6.03 %) Mineral Resources Ltd (5.79 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | Financials (44.46 %) Consumer Discretionary (19.20 %) Other (17.74 %) |
Top 3 countries | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) | United States (35.77 %) United Kingdom of Great Britain and Northern Ireland (19.48 %) Australia (15.58 %) |
Management fee | 0.89 % | 0.97 % |
Key Summary
SWTZ | IISV | |
|---|---|---|
Issuer | AGP | Intelligent Investor |
Tracking index | S&P/ASX 200 Accumulation Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.97 % |
Price | $2.50 | $3.38 |
Size | $59.116 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.26 % | 3.97 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 30/03/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | IISV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 13 |
Median incremental investment | $687.17 | $819.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,157.50 | $6,732.96 |
Average age group | > 35 | > 35 |
Pros and Cons
SWTZ | IISV | |
|---|---|---|
Pros |
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Cons |
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SWTZ | IISV |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |