Switzer Dividend Growth Fund - Active ETF (ASX: SWTZ)
An Active ETF managed by Associate Global Partners. On this site it is listed under Australian Shares (Income).
Price $2.34. Day change -0.43%. As of close 20 Oct 2026.
General information only, not personal financial advice. Past performance is not a reliable indicator of future performance. Read the disclaimer.
SWTZ active ETF performance
Total return, with distributions reinvested. How we calculate.
Passive ETF alternative
VAS, Vanguard Australian Shares Index ETF. A passive ETF tracks an index. Difference is this fund's return minus that passive ETF, in percentage points. A positive figure means this fund returned more over the period. This is a general comparison, not the benchmark named in the fund's PDS. How funds are compared.
| Period | This fundSWTZ | Passive ETFVAS | Difference |
|---|---|---|---|
| YTD | +0.10% | +3.21% | -3.11% |
| 1Y | +0.43% | +0.35% | +0.08% |
| 3Y p.a. | +6.13% | +12.07% | -5.94% |
| 5Y p.a. | +3.44% | +7.13% | -3.69% |
| 10Y p.a. | n/a | +8.90% | n/a |
| Inception p.a. | +4.98% | n/a | n/a |
Management fee 0.89% a year. The returns above are already after this fee.
ASX listing date: 24 Feb 2017. Inception p.a. is measured from the ASX listing date. n/a means there is not enough listed price history for that period. Difference is n/a when either return is n/a. The passive ETF has no inception p.a. on this site.