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Compare SWTZ vs. IVV

Compare shares and ETFs on the ASX that you can trade on Pearler.

Switzer Dividend Growth Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Performance

Growth History *

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Performance graph isn't available yet for this share

1M

1Y

10Y

No Dividends

Dividends Reinvested

Dividends Not Reinvested

* Assuming you invested $1,000 and you could purchase fractional shares.


Historical returns

SWTZ

IVV

Last EOD price

$2.48

$64.06

YTD return

1.22 %

1.30 %

1 month return

1.22 %

0.83 %

12 month return

-4.62 %

26.48 %

10 years return

N/A

264.68 %

10Y distribution return

32.27 %

64.71 %


Distribution comparisons between SWTZ and IVV

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Key differences

  • โ€ข

    SWTZ has a higher distribution yield than IVV

SWTZ

IVV

Most recent distribution payout

$0.013

$0.189

Most recent payout date

20/01/2025

09/01/2025

Distribution frequency

Monthly

Quarterly

Most recent distribution franked percentage estimate

100.00 %

N/A

12 months distribution yield

10.87 %

1.00 %

Average distribution payout

$0.027

$0.162

Average distribution yield per year

7.44 %

1.12 %

Average distribution franked percentage estimate

91.67 %

N/A

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