SWZ ETF
SWZ ETF
$5.72
Total Return Securities Fund
AUM$95M
TER1.62%
Holdings27
See how much of SWZ you already own
SWZ ETF Performance
SWZ performance across multiple time periods: 1-month -1.89%, YTD 5.21%, 1-year 2.54%, 3-year 6.70%, 5-year 3.28%, 10-year 13.78%.
SWZ returns trail the peer average of 8.68% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this ETF.
SWZ vs another fund shows side-by-side returns. SWZ alternatives are available in the ETF Screener.