Compare AU
Compare GOAT vs. RDV
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Morningstar World ex AUS 'Wide Moat' (GOAT) and the Russell Aussie Dividends (RDV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
GOAT | RDV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 26 |
Median incremental investment | $685.44 | $553.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,610.38 | $1,379.39 |
Average age group | > 35 | > 35 |
Key Summary
GOAT | RDV | |
|---|---|---|
Strategy | GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis. | RDV.AX was created on 2010-05-11 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. The Fund aims to provide a total return before costs and tax, in line with the Russell Australia High Dividend Index over the long term. |
Top 3 holdings | U.S. Bancorp (2.59 %) Gilead Sciences Inc (2.46 %) Corteva Inc (2.37 %) | Commonwealth Bank of Australia (7.68 %) BHP Group Ltd (6.75 %) Westpac Banking Corp (5.89 %) |
Top 3 industries | Financials (39.93 %) Industrials (30.38 %) Other (27.20 %) | Financials (64.11 %) Materials (14.57 %) Communication Services (7.99 %) |
Top 3 countries | United States (45.37 %) Japan (13.24 %) United Kingdom of Great Britain and Northern Ireland (10.80 %) | Australia (99.57 %) China (0.43 %) |
Management fee | 0.55 % | 0.34 % |
Key Summary
GOAT | RDV | |
|---|---|---|
Issuer | VanEck | Russell |
Tracking index | Morningstar Developed Markets ex-Australia Wide Moat Focus Index | Russell Australia High Dividend Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.34 % |
Price | $27.77 | $31.71 |
Size | $43.795 million | $256.108 million |
10Y return | N/A | 10.64 % |
Annual distribution yield (5Y) | 2.60 % | 6.63 % |
Market | ASX | ASX |
First listed date | 09/09/2020 | 14/05/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
GOAT | RDV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 47 | 26 |
Median incremental investment | $685.44 | $553.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,610.38 | $1,379.39 |
Average age group | > 35 | > 35 |
Pros and Cons
GOAT | RDV | |
|---|---|---|
Pros |
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Cons |
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GOAT | RDV |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |