Switzer Dividend Growth Fund - Active ETF
Other · Since 2017
Annual fee
0.89%
$89/year per $10,000
Fund size
$53M
AUD · as at 30 Sep 2026
Dividend yield
5.43%
Monthly · approx., as at 30 Sep 2026
Holdings
34
companies
Dividend yield is a trailing distribution figure, as at 30 Sep 2026. Past performance is not a reliable indicator of future returns.
Next estimated distribution: ~December 2026 (estimated, not guaranteed; confirm with the fund manager). Distribution calendar →
SWTZ is an actively managed ETF that focuses on Australian dividend-paying shares. The fund aims to provide income through dividends while seeking capital growth. It is managed by Switzer and has a management fee of 0.89% p.a.. The fund holds $56.21 million in assets under management. General information only, not financial advice.
Based on publicly available fund data. Not a recommendation to buy or sell.
Strengths
Watch out for
These figures may be out of date. Check the fund manager's website for current holdings.
| Company | Weight |
|---|---|
| BHP Group Limited | 12.2% |
| Commonwealth Bank of Austral | 7.3% |
| Westpac Banking Corporation | 6.5% |
| BlueScope Steel Limited | 4.1% |
| Charter Hall Group | 4.1% |
| Transurban Group Stapled Units | 3.7% |
| Woolworths Group Limited 5.762% Apr-31 | 3.7% |
| Aristocrat Leisure Limited | 3.6% |
| Goodman Group | 3.6% |
| Stockland | 3.4% |
See how SWTZ combines with your other ETFs: Stock X-Ray →
Approximate breakdown based on fund category.
| Sector | Weight |
|---|---|
| Information Technology | 23.5% |
| Financials | 15.2% |
| Health Care | 12.8% |
| Consumer Discretionary | 11.4% |
| Industrials | 10.8% |
| Communication Services | 8.6% |
| Other | 17.7% |
Approximate breakdown based on fund category.
| Country | Weight |
|---|---|
| United States | 65% |
| United Kingdom | 8% |
| Japan | 6% |
| France | 4% |
| Canada | 3.5% |
| Switzerland | 3% |
| Other | 10.5% |
Historical returns
Past performance is not a reliable indicator of future returns.
These figures may be out of date. Check the fund manager's website for current performance.
Returns as at 30 Apr 2026. Figures are approximate total returns in AUD including distributions. Sources: fund manager fact sheets and the ASX Investment Products report.
Compare SWTZ with similar ETFs
Side-by-side fees, holdings overlap and performance.
Find near-twins of SWTZ →General information only, not financial advice. ETFLens does not hold an AFSL. Always read the relevant PDS and consider seeking advice from a licensed financial adviser.
SWTZ is an actively managed ETF that focuses on Australian dividend-paying shares.
SWTZ's annual management fee is 0.89% p.a. ($89 per $10,000 invested).
SWTZ pays distributions monthly. Distributions are not guaranteed and will vary.