SWZ ETF
$5.97
Total Return Securities Fund
AUM$96M
TER1.62%
Holdings27
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$29/moCancel anytime.
SWZ ETF Performance
SWZ performance across multiple time periods: 1-month 1.09%, YTD 7.38%, 1-year 4.07%, 3-year 6.63%, 5-year 4.03%, 10-year 14.79%.
SWZ returns trail the peer average of 8.97% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this ETF.
SWZ performance comparison shows side-by-side returns with another fund. SWZ alternatives are available in the ETF Screener.