QFN vs. SWTZ ETF Comparison

or Try an Advanced Search...

QFN vs. SWTZ ETF Comparison

Comparison of Betashares S&P/ASX 200 Financials Sector ETF (QFN) to Swtzdivgro Tmf Units (SWTZ)

QFN

Betashares S&P/ASX 200 Financials Sector ETF

QFN Description

Tracks the price and income performance of the S&P/ASX 200 Financials-x-A-REIT Index

Grade (RS Rating)

Last Trade

$16.96

Average Daily Volume

26,785

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

$2.51

Average Daily Volume

24,564

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	QFN	SWTZ
30 Days	6.60%	-0.03%
60 Days	5.15%	-0.47%
90 Days	12.10%	1.48%
12 Months	46.32%	15.46%

6 Overlapping Holdings

Symbol	Grade	Weight in QFN	Weight in SWTZ	Overlap
ANZ	A	11.89%	8.18%	8.18%
CBA	A	29.49%	8.96%	8.96%
MQG	A	10.87%	3.56%	3.56%
NAB	A	14.93%	7.3%	7.3%
SUN	A	2.99%	2.72%	2.72%
WBC	A	14.22%	7.59%	7.59%

QFN Overweight 4 Positions Relative to SWTZ

Symbol	Grade	Weight
QBE	A	3.24%
IAG	A	2.27%
ASX	A	1.61%
MPL	B	1.31%

QFN Underweight 4 Positions Relative to SWTZ

Symbol	Grade	Weight
BHP	D	-5.73%
CSL	D	-4.91%
WES	B	-4.83%
TLS	C	-3.04%