Compare AU
Compare SWTZ vs. IVV
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 IVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | IVV | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 5 | 14,223 |
Median incremental investment | $828.50 | $996.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,023.12 | $2,965.16 |
Average age group | > 35 | 26 - 35 |
Key Summary
SWTZ | IVV | |
|---|---|---|
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. | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. |
Top 3 holdings | Switzer Dividend Growth Fund (Managed Fund) (100 %) | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | |
Top 3 countries | United States (99.92 %) | |
Management fee | 0.89 % | 0.04 % |
Key Summary
SWTZ | IVV | |
|---|---|---|
Issuer | AGP | iShares |
Tracking index | S&P 500 - AUD | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.04 % |
Price | $2.48 | $64.06 |
Size | $60.247 million | $11.228 billion |
10Y return | N/A | 264.68 % |
Annual dividend/ distribution yield (5Y) | 7.00 % | 12.27 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | IVV | |
|---|---|---|
Popularity | Low | High |
Pearlers invested | 5 | 14,223 |
Median incremental investment | $828.50 | $996.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $3,023.12 | $2,965.16 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SWTZ | IVV | |
|---|---|---|
Pros |
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Cons |
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SWTZ | IVV |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |