Compare AU
Compare CFLO 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 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/βdividend 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 | |
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Pros |
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Cons |
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CFLO | SWTZ |
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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 |