SWTZ vs. MVOL ETF Comparison

Comparison of Swtzdivgro Tmf Units (SWTZ) to Iedgeauvol Etf Units (MVOL)

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

$2.54

Average Daily Volume

23,485

Number of Holdings ^*

* may have additional holdings in another (foreign) market

MVOL

Iedgeauvol Etf Units

MVOL Description

Track the performance of the parent index using a minimum volatility strategy

Grade (RS Rating)

Last Trade

$32.51

Average Daily Volume

593

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SWTZ	MVOL
30 Days	1.56%	-1.16%
60 Days	0.72%	0.62%
90 Days	2.70%	2.94%
12 Months	17.32%	13.70%

8 Overlapping Holdings

Symbol	Grade	Weight in SWTZ	Weight in MVOL	Overlap
ANZ	A	8.18%	3.71%	3.71%
BHP	D	5.73%	3.66%	3.66%
CBA	A	8.96%	5.15%	5.15%
CSL	D	4.91%	3.63%	3.63%
NAB	A	7.3%	3.51%	3.51%
TLS	C	3.04%	6.36%	3.04%
WBC	A	7.59%	3.37%	3.37%
WES	A	4.83%	3.17%	3.17%

SWTZ Overweight 2 Positions Relative to MVOL

	Symbol	Grade	Weight
	MQG	A	3.56%
	SUN	A	2.72%

SWTZ Underweight 2 Positions Relative to MVOL

	Symbol	Grade	Weight
	TCL	C	-3.64%
	COL	B	-2.84%

MVOL: Top Represented Industries & Keywords

Industries: Banks - Global Biotechnology Home Improvement Stores Industrial Metals & Minerals Infrastructure Operations Specialty Retail Telecom Services