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Compare VDIF 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 Diversified Income ETF (VDIF) 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
VDIF | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 34 | 6 |
Median incremental investment | $595.00 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,039.70 | $2,397.26 |
Average age group | > 35 | > 35 |
Key Summary
VDIF | SWTZ | |
|---|---|---|
Strategy | VDIF.AX was created on 2025-03-04 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The ETF seeks to provide regular income and some capital growth potential via exposure to a highly diversified, multi asset portfolio. | 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 | Vanguard FTSE AllWld HiDivYld ETF $Dis (21.00 %) Vanguard Australian Shares High Yld ETF (18.00 %) | 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 | 0.32 % | 0.89 % |
Key Summary
VDIF | SWTZ | |
|---|---|---|
Issuer | Vanguard | AGP |
Tracking index | 28% FTSE Australia High Dividend Yield Index - 21% FTSE All-World High Dividend Yield Index - 17% Bloomberg Global Aggregate Corporate and Government-Related Scaled Index - 44% Other Indexes - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.89 % |
Price | $52.29 | $2.37 |
Size | N/A | $59.639 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.75 % | 5.22 % |
Market | ASX | ASX |
First listed date | 04/03/2025 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
VDIF | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 34 | 6 |
Median incremental investment | $595.00 | $828.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,039.70 | $2,397.26 |
Average age group | > 35 | > 35 |
Pros and Cons
VDIF | SWTZ | |
|---|---|---|
Pros |
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Cons |
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VDIF | SWTZ |
|---|---|
Lower management fee | Higher management fee |
Lower distribution yield | Higher distribution yield |