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Compare SWTZ vs. TBIL
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 VanEck 1-3 Month Us Treasury Bond ETF (TBIL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | TBIL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 4 |
Median incremental investment | $828.50 | $994.46 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,318.98 | $19,971.36 |
Average age group | 26 - 35 | > 35 |
Key Summary
SWTZ | TBIL | |
|---|---|---|
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. | TBIL.AX was created on 2023-05-16 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 116.09m in AUM and 18 holdings. TBIL.AX invests in a portfolio of US dollar denominated Treasury Bills issued by the US Government with a maturity ranging from 1-3 months with the aim of providing investment returns (before fees and costs) that closely track the returns of the Index |
Top 3 holdings | BHP Group Ltd (11.34 %) Westpac Banking Corp (8.26 %) ANZ Group Holdings Ltd (7.75 %) | United States Treasury Bills (9.25 %) United States Treasury Bills (8.17 %) United States Treasury Bills (8.15 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | |
Top 3 countries | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) | |
Management fee | 0.89 % | 0.22 % |
Key Summary
SWTZ | TBIL | |
|---|---|---|
Issuer | AGP | VanEck |
Tracking index | Bloomberg 1-3 Month U.S. Treasury Bill Index - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.22 % |
Price | $2.47 | $48.24 |
Size | $59.116 million | $114.783 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.27 % | 3.27 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | TBIL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 4 |
Median incremental investment | $828.50 | $994.46 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,318.98 | $19,971.36 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
SWTZ | TBIL | |
|---|---|---|
Pros |
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Cons |
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SWTZ | TBIL |
|---|---|
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 |
Higher distribution yield | Lower distribution yield |