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Compare CFLO vs. SWTZ

Compare shares and ETFs on the ASX that you can trade on Pearler.

BetaShares Global Cash Flow Kings ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are CFLO and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

CFLO

SWTZ

Popularity

Low

Low

Pearlers invested

10

5

Median incremental investment

$1,023.46

$828.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,341.61

$3,023.12

Average age group

> 35

> 35


Key Summary

CFLO

SWTZ

Strategy

CFLO.AX was created on 2023-11-14 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Global exAustralia Cash Flow Kings Index.

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

ALPHABET INC (4.93 %)

BERKSHIRE HATHAWAY INC (3.96 %)

ACCENTURE PLC (3.79 %)

Switzer Dividend Growth Fund (Managed Fund) (100 %)

Top 3 industries

Other (29.35 %)

Information Technology (27.57 %)

Financials (11.73 %)

Top 3 countries

United States (73.41 %)

Japan (8.36 %)

Switzerland (3.49 %)

Management fee

0.4 %

0.89 %


Key Summary

CFLO

SWTZ

Issuer

BetaShares

AGP

Tracking index

Solactive Global ex-Australia Cash Flow Kings Index - AUD - Benchmark TR Net

Asset class

ETF

ETF

Management fee

0.4 %

0.89 %

Price

$19.31

$2.49

Size

$32.072 million

$60.247 million

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

0.36 %

7.00 %

Market

ASX

ASX

First listed date

15/11/2023

24/02/2017

Purchase fee

$6.50

$6.50


Community Stats

CFLO

SWTZ

Popularity

Low

Low

Pearlers invested

10

5

Median incremental investment

$1,023.46

$828.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$3,341.61

$3,023.12

Average age group

> 35

> 35


Pros and Cons

CFLO

SWTZ

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

CFLO

SWTZ

Higher exposure to US market

Lower exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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