Compare AU
Compare SWTZ vs. OZBD
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 OZBD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 17 |
Median incremental investment | $828.50 | $1,381.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,974.57 | $5,099.10 |
Average age group | > 35 | > 35 |
Key Summary
SWTZ | OZBD | |
|---|---|---|
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. | OZBD.AX was created on 2022-02-02 by BetaShares. The fund's investment portfolio concentrates primarily on broad credit fixed income. OZBD.AX aims to track the Bloomberg Australian Enhanced Yield Composite Bond Index, before fees and expenses. |
Top 3 holdings | Switzer Dividend Growth Fund (Managed Fund) (100 %) | AUSTRALIAN GOVERNMENT 1.0% NOV-31 (1.73 %) AUSTRALIAN GOVERNMENT 1.25% MAY-32 (1.63 %) INTL FINANCE CORP 1.5% APR-35 (1.35 %) |
Top 3 industries | Other (99.47 %) Communication Services (0.53 %) | |
Top 3 countries | ||
Management fee | 0.89 % | 0.19 % |
Key Summary
SWTZ | OZBD | |
|---|---|---|
Issuer | AGP | BetaShares |
Tracking index | Bloomberg Australian Enhanced Yield Composite Bond Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.19 % |
Price | $2.49 | $44.34 |
Size | $58.771 million | $488.398 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 7.16 % | 2.04 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 03/02/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | OZBD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 17 |
Median incremental investment | $828.50 | $1,381.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,974.57 | $5,099.10 |
Average age group | > 35 | > 35 |
Pros and Cons
SWTZ | OZBD | |
|---|---|---|
Pros |
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Cons |
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SWTZ | OZBD |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |