iShares S&P/ASX Dividend Opportunities ESG Screened ETF vs Switzer Dividend Growth Fund - Active ETF
Overlap is estimated from the funds' listed top holdings, not their full constituent lists. Where there are no shared listed holdings it is shown as not reliably estimable.
IHD and SWTZ are both Income & Dividends ETFs. IHD has the lower management fee (0.23% vs 0.89% p.a.). Holdings overlap is approximately 37% estimated (estimated, limited data).
iShares S&P/ASX Dividend Opportunities ESG Screened ETF
BlackRock (iShares)
Switzer Dividend Growth Fund - Active ETF
Other
Comparison scores reflect how each ETF compares to the other on these specific dimensions only. They are not absolute ratings or recommendations.
Key differences at a glance
Which of IHD and SWTZ fits depends on your objectives, not on one being superior. Where the two funds differ most:
Green highlights the leading comparison score, the factually lower fee, or the higher scale or income figure. Performance is never highlighted. Data from issuer disclosures and the ASX Investment Products report. Fund size, yield, return and holdings figures each state the date they are as at; sector and geography figures for some funds are category-inferred estimates, clearly labelled on each fund's page.
Category scores compare these two ETFs only and are not absolute ratings.
Cost (management fee): IHD has the lower management fee - the one objective "cheaper" axis.
Fund size (assets): IHD is the larger fund. Larger is not inherently better, but greater scale can support tighter spreads and lower closure risk.
Holdings breadth: IHD spreads exposure across more holdings (IHD 50, SWTZ 34); the other is more concentrated. Neither is inherently better - it depends on whether you want breadth or a focused tilt.
Income (distribution yield): IHD distributes approximately 4.19% and SWTZ distributes approximately 5.43%; SWTZ carries the higher estimated distribution yield. A higher yield may suit an income focus; a lower one may suit a growth or tax-efficiency focus. Yields are estimates and are not guaranteed; past performance is not a reliable indicator of future returns.
General information only, not financial advice. ETFLens does not hold an AFSL. Always read the relevant PDS and consider seeking advice from a licensed financial adviser.
Fund sizes as at 30 Sep 2026 for both funds.
Yield figures are estimates based on recent distributions and may vary. Yields are as at different dates (IHD 30 Apr 2026, SWTZ 30 Sep 2026), so the two funds' figures are not directly comparable. Past performance is not a reliable indicator of future returns or distributions. These figures may be out of date. Check the fund manager's website for current performance.
Returns are as at different dates (IHD 30 Sep 2026, SWTZ 30 Apr 2026), so the two funds' figures are not directly comparable.
Past performance is not a reliable indicator of future returns. These figures may be out of date. Check the fund manager's website for current performance.
Top shared holdings ranked by overlap contribution, the smaller of each company's weight in the two funds. Basis: estimated, limited data.
Top 10 listed holdings for each fund, from issuer disclosures. Listed top holdings are as at different dates (IHD 30 Oct 2026, SWTZ 30 Jun 2026), so the two funds' figures are not directly comparable. These figures may be out of date. Check the fund manager's website for current holdings.
IHD top holdings
SWTZ top holdings
Sector weights for SWTZ are approximate, inferred from the fund's category.
IHD sectors
SWTZ sectors
Geographic weights for SWTZ are approximate, inferred from the fund's category.
IHD geography
SWTZ geography
Choosing between IHD and SWTZ depends on your goals, time horizon and current holdings, not on one being the right answer for everyone. The main differences are summarised above, with the complete data below.
IHD and SWTZ have approximately 37% estimated holdings overlap (estimated, limited data). This is considered low overlap, estimated from listed top holdings rather than the full constituent lists.
IHD has the lower management fee. IHD charges 0.23% per year ($23 per year on a $10,000 investment) and SWTZ charges 0.89% per year ($89 per year on a $10,000 investment). The difference is $66 per year per $10,000 invested.
IHD (iShares S&P/ASX Dividend Opportunities ESG Screened ETF) manages approximately $407.14M and SWTZ (Switzer Dividend Growth Fund - Active ETF) manages approximately $52.72M. Fund sizes as at 30 Sep 2026 for both funds. Fund size can affect liquidity and bid-ask spreads but does not by itself change the management fee.
You can hold both, but with approximately 37% estimated holdings overlap the two funds hold mostly different companies, so they can be more complementary. Whether that suits you depends on your own objectives.
There is no universally right choice. It depends on your goals, time horizon and existing holdings. IHD charges 0.23% and SWTZ charges 0.89%, so IHD has the lower management fee, and they have approximately 37% estimated holdings overlap. Compare their fees, holdings and sectors above and consider each fund's Product Disclosure Statement and Target Market Determination.
General information only. This comparison and the ETFLens tools on this page provide general information about two exchange-traded funds and do not take into account your personal objectives, financial situation or needs. It is not personal financial product or investment advice. ETFLens does not hold an Australian Financial Services Licence (AFSL). Holdings overlap is calculated from each fund's published holdings (full lists where the issuer publishes one, listed top holdings otherwise), and fee data is sourced from fund manager PDS documents. Past performance is not a reliable indicator of future returns. Consider each fund's Product Disclosure Statement (PDS) and Target Market Determination (TMD), and seek advice from a registered tax agent or licensed financial adviser, before making investment decisions.
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