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Compare SWTZ vs. UTIP

Compare shares and ETFs on the ASX that you can trade on Pearler.

Switzer Dividend Growth Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 UTIP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

SWTZ

UTIP

Popularity

Low

Low

Pearlers invested

5

2

Median incremental investment

$727.00

$4,023.50

Median investment frequency

Fortnightly

Daily

Median total investment

$1,942.85

$17,953.68

Average age group

> 35

> 35


Key Summary

SWTZ

UTIP

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.

UTIP.AX was created on 2023-09-18 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Bloomberg Global Inflation-Linked: U.S. TIPS Total Return Index Hedged AUD, before taking into account fees and expenses.

Top 3 holdings

Switzer Dividend Growth Fund (Managed Fund) (100 %)

USD - UNITED STATES DOLLAR (0 %)

AUD - AUSTRALIA DOLLAR (0 %)

UNITED STATES TREASURY INFLATION INDEXED BONDS 1.875% JUL-34 (3.99 %)

Top 3 industries

Top 3 countries

Management fee

0.89 %

0.22 %


Key Summary

SWTZ

UTIP

Issuer

AGP

BetaShares

Tracking index

Bloomberg Global Inflation-Linked U.S. TIPS Total Return Index - AUD - Australian Dollar - Benchmark TR Net Hedged

Asset class

ETF

ETF

Management fee

0.89 %

0.22 %

Price

$2.43

$25.06

Size

$58.771 million

$185.318 million

10Y return

N/A

N/A

Annual dividend/โ€Šdistribution yield (5Y)

7.27 %

0.49 %

Market

ASX

ASX

First listed date

24/02/2017

19/09/2023

Purchase fee

$6.50

$6.50


Community Stats

SWTZ

UTIP

Popularity

Low

Low

Pearlers invested

5

2

Median incremental investment

$727.00

$4,023.50

Median investment frequency

Fortnightly

Daily

Median total investment

$1,942.85

$17,953.68

Average age group

> 35

> 35


Pros and Cons

SWTZ

UTIP

Pros

  • Higher distribution yield

  • Lower management fee

  • Higher price growth

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

SWTZ

UTIP

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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