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Compare SWTZ vs. RSM
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Switzer Dividend Growth Fund - Active ETF (SWTZ) and the Russell Investments Australian Semi-Government Bond ETF (RSM). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
SWTZ | RSM | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 6 | 0 |
Median incremental investment | $828.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,457.95 | $0 |
Average age group | > 35 | N/A |
Key Summary
SWTZ | RSM | |
|---|---|---|
Strategy | 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. | RSM.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide a total return before costs and tax, in line with the DBIQ 0-5 year Australian Semi-Government Bond Index over the long term. |
Top 3 holdings | BHP Group Ltd (6.64 %) National Australia Bank Ltd (6.09 %) Westpac Banking Corp (5.85 %) | Tasmanian Public Finance Corporation 4.75% (8.66 %) |
Top 3 industries | Financials (30.82 %) Materials (20.70 %) Other (15.13 %) | |
Top 3 countries | ||
Management fee | 0.89 % | 0.26 % |
Key Summary
SWTZ | RSM | |
|---|---|---|
Issuer | AGP | Russell |
Tracking index | DBIQ 0-5 year Australian Semi-Government Bond Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.89 % | 0.26 % |
Price | $2.43 | $20.81 |
Size | $60.107 million | $59.179 million |
10Y return | N/A | 1.17 % |
Annual distribution yield (5Y) | 5.22 % | 2.59 % |
Market | ASX | ASX |
First listed date | 24/02/2017 | 13/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
SWTZ | RSM | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 6 | 0 |
Median incremental investment | $828.50 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $2,457.95 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
SWTZ | RSM | |
|---|---|---|
Pros |
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Cons |
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SWTZ | RSM |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |