Compare AU
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, shares and ETFs are a popular choice. Two options in the ASX are SWTZ and IXJ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | IXJ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 241 |
Median incremental investment | $828.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,974.57 | $1,668.00 |
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. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of global biotechnology, healthcare, medical equipment and pharmaceuticals companies and may include large-, mid- or smallcapitalisation stocks |
Top 3 holdings | Switzer Dividend Growth Fund (Managed Fund) (100 %) | Eli Lilly and Company (8.25 %) UnitedHealth Group Incorporated (5.81 %) Johnson & Johnson (4.72 %) |
Top 3 industries | Other (99.98 %) Communication Services (0.02 %) | |
Top 3 countries | United States (99.97 %) | |
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 | $2.49 | $139.00 |
Size | $58.771 million | $1.380 billion |
10Y return | N/A | 126.37 % |
Annual dividend/ distribution yield (5Y) | 7.16 % | 1.26 % |
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 | 5 | 241 |
Median incremental investment | $828.50 | $1,000.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,974.57 | $1,668.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SWTZ | IXJ | |
|---|---|---|
Pros |
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Cons |
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SWTZ | IXJ |
|---|---|
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 |