Back
Compare AU
Compare SWTZ vs. QPON
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 Betashares Australian Bank Senior Floating Rate Bond ETF (QPON). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | QPON | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 31 |
Median incremental investment | $828.50 | $2,762.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,345.68 | $4,290.24 |
Average age group | 26 - 35 | > 35 |
Key Summary
SWTZ | QPON | |
|---|---|---|
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. | QPON.AX was created on 2017-06-01 by BetaShares. The fund's investment portfolio concentrates primarily on high yield fixed income. The ETF currently has 1904.94m in AUM and 15 holdings. QPON.AX aims to track the performance of an index (before fees and expenses) that measures the performance of a portfolio of some of the largest and most liquid senior floating rate bonds issued by Australian banks. |
Top 3 holdings | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) | AUSTRALIA & NEW ZEALAND BANKING GROUP LTD FRN FEB-30 (10.50 %) NATIONAL AUSTRALIA BANK LTD FRN MAR-30 (10.23 %) WESTPAC BANKING CORP FRN FEB-31 (10.03 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | Other (96.47 %) Communication Services (3.53 %) |
Top 3 countries | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) | |
Management fee | 0.89 % | 0.22 % |
Key Summary
SWTZ | QPON | |
|---|---|---|
Issuer | AGP | BetaShares |
Tracking index | Solactive Australian Bank Senior Floating Rate Bond Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.22 % |
Price | $2.48 | $26.17 |
Size | $59.116 million | $1.906 billion |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.26 % | 2.66 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 06/06/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | QPON | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 31 |
Median incremental investment | $828.50 | $2,762.56 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,345.68 | $4,290.24 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SWTZ | QPON | |
|---|---|---|
Pros |
|
|
Cons |
|
|
SWTZ | QPON |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |