MVB vs. SWTZ ETF Comparison

Comparison of Market Vectors Australian Banks ETF (MVB) to Swtzdivgro Tmf Units (SWTZ)

MVB

Market Vectors Australian Banks ETF

MVB Description

Exposure to the largest ASX-listed companies that generate at least 50% of their revenues or assets from the Australian banking sector

Grade (RS Rating)

Last Trade

$33.04

Average Daily Volume

11,574

Number of Holdings ^*

* may have additional holdings in another (foreign) market

SWTZ

Swtzdivgro Tmf Units

SWTZ Description

The Switzer Dividend Growth Fund aims to provide Australian resident investors with tax effective income and long term capital growth by investing in a core portfolio of blue-chip Australian shares1. The portfolio will be managed with the aim of delivering capital returns in line with the market while providing investors with an attractive income stream that is franked to a material extent.

Grade (RS Rating)

Last Trade

$2.56

Average Daily Volume

21,777

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	MVB	SWTZ
30 Days	-0.27%	-1.23%
60 Days	-2.85%	-1.69%
90 Days	3.90%	-1.01%
12 Months	19.93%	3.48%

5 Overlapping Holdings

Symbol	Grade	Weight in MVB	Weight in SWTZ	Overlap
ANZ	B	20.07%	8.18%	8.18%
CBA	B	20.15%	8.96%	8.96%
MQG	C	17.88%	3.56%	3.56%
NAB	A	20.12%	7.3%	7.3%
WBC	A	19.19%	7.59%	7.59%

MVB Overweight 2 Positions Relative to SWTZ

	Symbol	Grade	Weight
	BEN	C	1.47%
	BOQ	C	1.12%

MVB Underweight 5 Positions Relative to SWTZ

Symbol	Grade	Weight
BHP	D	-5.73%
CSL	C	-4.91%
WES	A	-4.83%
TLS	F	-3.04%
SUN	A	-2.72%

MVB: Top Represented Industries & Keywords

Industries: Banks - Global Banks - Regional - Australia Capital Markets