Compare AU
Compare RIIF 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 RIIF and SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
RIIF | 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 | $1,625.03 |
Average age group | N/A | > 35 |
Key Summary
RIIF | SWTZ | |
|---|---|---|
Strategy | RIIF.AX was created on 2024-08-12 by Resolution Capital. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to achieve an annual total return that exceeds the total return of the Benchmark after fees on a rolling 3-year basis | 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 | Resolution Gbl Listed Infra Fund - Active ETF (100 %) | Switzer Dividend Growth Fund - Active ETF (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0 % | 0.89 % |
Key Summary
RIIF | SWTZ | |
|---|---|---|
Issuer | Resolution Capital | AGP |
Tracking index | FTSE Developed Core Infrastructure 50/50 Index - AUD - Benchmark TR Net Hedged | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.89 % |
Price | $1.105 | $2.36 |
Size | N/A | $56.903 million |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 0.17 % | 7.17 % |
Market | ASX | ASX |
First listed date | 24/03/2025 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RIIF | 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 | $1,625.03 |
Average age group | N/A | > 35 |
Pros and Cons
RIIF | SWTZ | |
|---|---|---|
Pros |
|
|
Cons |
|
|
RIIF | SWTZ |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |