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Compare RGOS 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 are a popular choice. Two options in the ASX are RGOS and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
RGOS | SWTZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 6 |
Median incremental investment | $0 | $727.00 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $1,687.26 |
Average age group | N/A | > 35 |
Key Summary
RGOS | SWTZ | |
|---|---|---|
Strategy | RGOS.AX was created on 2024-04-12 by Russell. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Funds benchmark, before costs and tax, over the long term by providing exposure to a diversified portfolio of predominantly international shares. | 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 | Russell Sust Global Opportunities Complex ETF (100 %) | Switzer Dividend Growth Fund - Active ETF (100 %) |
Top 3 industries | Other (26.64 %) Financials (18.75 %) Materials (13.91 %) | |
Top 3 countries | ||
Management fee | 0 % | 0.89 % |
Key Summary
RGOS | SWTZ | |
|---|---|---|
Issuer | Russell | AGP |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0 % | 0.89 % |
Price | $21.66 | $2.44 |
Size | N/A | $60.276 million |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 0.91 % | 7.28 % |
Market | ASX | ASX |
First listed date | 15/04/2024 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RGOS | SWTZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 6 |
Median incremental investment | $0 | $727.00 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $1,687.26 |
Average age group | N/A | > 35 |
Pros and Cons
RGOS | SWTZ | |
|---|---|---|
Pros |
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Cons |
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RGOS | SWTZ |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |