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Compare SWTZ vs. IVE
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 iShares MSCI EAFE ETF (IVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 94 |
Median incremental investment | $585.33 | $1,426.87 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,595.06 | $4,882.63 |
Average age group | > 35 | 26 - 35 |
Key Summary
SWTZ | IVE | |
|---|---|---|
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. | IVE.AX was created on 2001-08-14 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies. |
Top 3 holdings | BHP Group Ltd (12.18 %) Commonwealth Bank of Australia (7.30 %) Westpac Banking Corp (6.45 %) | ISHARES MSCI EAFE ETF (99.96 %) AUD CASH (0.04 %) USD CASH (0.00 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | Other (99.86 %) Communication Services (0.14 %) |
Top 3 countries | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) | Japan (22.34 %) United Kingdom of Great Britain and Northern Ireland (14.41 %) Germany (9.65 %) |
Management fee | 0.89 % | 0.32 % |
Key Summary
SWTZ | IVE | |
|---|---|---|
Issuer | AGP | iShares |
Tracking index | MSCI EAFE Index - USD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.32 % |
Price | $2.34 | $145.57 |
Size | $59.116 million | $609.304 million |
10Y return | N/A | 90.71 % |
Annual distribution yield (5Y) | 5.28 % | 2.97 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | IVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 94 |
Median incremental investment | $585.33 | $1,426.87 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,595.06 | $4,882.63 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SWTZ | IVE | |
|---|---|---|
Pros |
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Cons |
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SWTZ | IVE |
|---|---|
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 |