Compare AU
Compare US10 vs. SWTZ
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 US10 and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
US10 | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 5 |
Median incremental investment | $1,749.00 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,832.65 | $1,982.50 |
Average age group | > 35 | > 35 |
Key Summary
US10 | SWTZ | |
|---|---|---|
Strategy | US10.AX was created on 2023-09-22 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 U.S. Treasury: 7-10 Year Total Return Index Hedged AUD, before taking into account fees and expenses. | 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. |
Top 3 holdings | United States Treasury Notes 4.375% (10.28 %) United States Treasury Notes 4% (9.88 %) United States Treasury Notes 4.5% (9.87 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.22 % | 0.89 % |
Key Summary
US10 | SWTZ | |
|---|---|---|
Issuer | BetaShares | AGP |
Tracking index | Bloomberg U.S. Treasury 7-10 Year Total Return Index - Hedged to AUD - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0.22 % | 0.89 % |
Price | $50.87 | $2.50 |
Size | $20.616 million | $58.771 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.59 % | 7.16 % |
Market | ASX | ASX |
First listed date | 25/09/2023 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
US10 | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 5 |
Median incremental investment | $1,749.00 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,832.65 | $1,982.50 |
Average age group | > 35 | > 35 |
Pros and Cons
US10 | SWTZ | |
|---|---|---|
Pros |
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Cons |
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US10 | SWTZ |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |