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Compare SWTZ vs. VCF
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 Vanguard International Credit Securities Index (Hedged) ETF (VCF). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | VCF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 6 |
Median incremental investment | $585.33 | $526.64 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,606.15 | $6,365.15 |
Average age group | > 35 | > 35 |
Key Summary
SWTZ | VCF | |
|---|---|---|
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. | VCF.AX was created on 2015-12-04 by Vanguard. The fund's investment portfolio concentrates primarily on investment grade fixed income. Vanguard International Credit Securities Index (Hedged) ETF seeks to track the return of the Bloomberg Barclays Global Aggregate Corporate and Government-Related Scaled Index hedged into Australian dollars before taking into account fees, expenses and tax. |
Top 3 holdings | BHP Group Ltd (12.18 %) Commonwealth Bank of Australia (7.30 %) Westpac Banking Corp (6.45 %) | Korea National Housing Bond I 1.75 2024-04-30 (0.29 %) NTT Finance Corp. 0.18 2025-12-19 (0.22 %) Major Joint Local Government Bond 0.18 2028-04-25 (0.22 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | Other (99.99 %) Financials (0.01 %) |
Top 3 countries | Australia (97.04 %) United States (2.34 %) New Zealand (0.62 %) | |
Management fee | 0.89 % | 0.3 % |
Key Summary
SWTZ | VCF | |
|---|---|---|
Issuer | AGP | Vanguard |
Tracking index | Bloomberg Barclays Global Aggregate Government-related and Corporate Index hedged into Australian Dollars - AUD | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.3 % |
Price | $2.35 | $35.86 |
Size | $59.116 million | $3.537 million |
10Y return | N/A | -30.92 % |
Annual distribution yield (5Y) | 5.28 % | 4.05 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 08/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | VCF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 6 |
Median incremental investment | $585.33 | $526.64 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,606.15 | $6,365.15 |
Average age group | > 35 | > 35 |
Pros and Cons
SWTZ | VCF | |
|---|---|---|
Pros |
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Cons |
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SWTZ | VCF |
|---|---|
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 price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |