Compare AU
Compare SWTZ vs. VBND
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 VBND. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | VBND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 122 |
Median incremental investment | $828.50 | $1,027.52 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,982.50 | $2,460.94 |
Average age group | > 35 | > 35 |
Key Summary
SWTZ | VBND | |
|---|---|---|
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. | VBND.AX was created on 2017-10-10 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard Global Aggregate Bond Index (Hedged) ETF seeks to track the return of the Bloomberg Barclays Global Aggregate Float-Adjusted and Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax |
Top 3 holdings | Switzer Dividend Growth Fund (Managed Fund) (100 %) | United States Treasury Note/Bond 4.25 2024-12-31 (0.39 %) United States Treasury Note/Bond 4.5 2024-11-30 (0.37 %) Italy Buoni Poliennali Del Tesoro 3.4 2025-03-28 (0.33 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.89 % | 0.2 % |
Key Summary
SWTZ | VBND | |
|---|---|---|
Issuer | AGP | Vanguard |
Tracking index | Bloomberg Barclays Global Aggregate Float Adjusted Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.2 % |
Price | $2.50 | $42.43 |
Size | $58.771 million | $4.185 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 7.16 % | 3.65 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 12/10/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | VBND | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 122 |
Median incremental investment | $828.50 | $1,027.52 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,982.50 | $2,460.94 |
Average age group | > 35 | > 35 |
Pros and Cons
SWTZ | VBND | |
|---|---|---|
Pros |
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Cons |
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SWTZ | VBND |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |