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Compare VBND 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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Vanguard Global Aggregate Bond Index (Hedged) ETF (VBND) and the Switzer Dividend Growth Fund - Active ETF (SWTZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
VBND | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 176 | 6 |
Median incremental investment | $1,014.76 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,174.64 | $2,457.95 |
Average age group | > 35 | > 35 |
Key Summary
VBND | SWTZ | |
|---|---|---|
Strategy | 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 | 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 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 %) | BHP Group Ltd (6.64 %) National Australia Bank Ltd (6.09 %) Westpac Banking Corp (5.85 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | |
Top 3 countries | ||
Management fee | 0.2 % | 0.89 % |
Key Summary
VBND | SWTZ | |
|---|---|---|
Issuer | Vanguard | AGP |
Tracking index | Bloomberg Barclays Global Aggregate Float Adjusted Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.89 % |
Price | $42.64 | $2.43 |
Size | $4.260 million | $59.639 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 3.67 % | 5.22 % |
Market | ASX | ASX |
First listed date | 12/10/2017 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VBND | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 176 | 6 |
Median incremental investment | $1,014.76 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,174.64 | $2,457.95 |
Average age group | > 35 | > 35 |
Pros and Cons
VBND | SWTZ | |
|---|---|---|
Pros |
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Cons |
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VBND | SWTZ |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |