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Compare SWTZ vs. IXJ
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 Global Healthcare ETF (IXJ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | IXJ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 371 |
Median incremental investment | $583.19 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,649.60 | $1,933.82 |
Average age group | > 35 | 26 - 35 |
Key Summary
SWTZ | IXJ | |
|---|---|---|
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. | IXJ.AX was created on 2001-11-13 by iShares. The fund's investment portfolio concentrates primarily on health care equity. IXJ.AX tracks a market-cap-weighted index of global health care companies. |
Top 3 holdings | BHP Group Ltd (12.18 %) Commonwealth Bank of Australia (7.30 %) Westpac Banking Corp (6.45 %) | ISHARES GLOBAL HEALTHCARE ETF TRUS (99.97 %) USD CASH (0.10 %) USD/AUD (0.00 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | Other (99.98 %) Communication Services (0.02 %) |
Top 3 countries | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) | United States (71.77 %) Switzerland (9.51 %) United Kingdom of Great Britain and Northern Ireland (5.59 %) |
Management fee | 0.89 % | 0.46 % |
Key Summary
SWTZ | IXJ | |
|---|---|---|
Issuer | AGP | iShares |
Tracking index | S&P Global 1200 Healthcare Sector Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.46 % |
Price | $2.40 | $140.00 |
Size | $59.116 million | $1.407 billion |
10Y return | N/A | 101.44 % |
Annual distribution yield (5Y) | 5.30 % | 1.32 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 11/03/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | IXJ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 371 |
Median incremental investment | $583.19 | $993.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,649.60 | $1,933.82 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SWTZ | IXJ | |
|---|---|---|
Pros |
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Cons |
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SWTZ | IXJ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
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 |