Compare AU
Compare RGB 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 RGB and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
RGB | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $643.50 | $828.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $0 | $3,035.31 |
Average age group | N/A | > 35 |
Key Summary
RGB | SWTZ | |
|---|---|---|
Strategy | RGB.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 215.35m in AUM and 11 holdings. To aim to provide a total return before costs and tax, in line with the DBIQ 5-10 year Australian Government Bond Index over the long term. | 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 | Australia (Commonwealth of) 1.25% (10.05 %) Australia (Commonwealth of) 1% (10.04 %) Australia (Commonwealth of) 1.75% (10.04 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.24 % | 0.89 % |
Key Summary
RGB | SWTZ | |
|---|---|---|
Issuer | Russell | AGP |
Tracking index | DBIQ 5-10 year Australian Government Bond Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.24 % | 0.89 % |
Price | $18.96 | $2.49 |
Size | $212.433 million | $60.247 million |
10Y return | -12.95 % | N/A |
Annual distribution/ dividend yield (5Y) | 2.30 % | 7.00 % |
Market | ASX | ASX |
First listed date | 13/03/2012 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RGB | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 5 |
Median incremental investment | $643.50 | $828.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $0 | $3,035.31 |
Average age group | N/A | > 35 |
Pros and Cons
RGB | SWTZ | |
|---|---|---|
Pros |
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Cons |
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RGB | SWTZ |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |