Compare AU
Compare IJR 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 iShares S&P Small-Cap ETF (IJR) and the Russell Investments High Dividend Australian Shares ETF (RDV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IJR | RDV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 85 | 26 |
Median incremental investment | $2,007.74 | $553.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,535.60 | $1,371.12 |
Average age group | > 35 | > 35 |
Key Summary
IJR | RDV | |
|---|---|---|
Strategy | IJR.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of small capitalisation US equities. | RDV.AX was created on 2010-05-11 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 253.9m in AUM and 51 holdings. 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 | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) | Commonwealth Bank of Australia (7.69 %) BHP Group Ltd (6.48 %) Westpac Banking Corp (6.03 %) |
Top 3 industries | Other (99.85 %) Communication Services (0.15 %) | Financials (64.40 %) Materials (13.95 %) Communication Services (8.03 %) |
Top 3 countries | United States (98.93 %) | Australia (99.57 %) China (0.43 %) |
Management fee | 0.07 % | 0.34 % |
Key Summary
IJR | RDV | |
|---|---|---|
Issuer | iShares | Russell |
Tracking index | S&P Small Cap 600 | Russell Australia High Dividend Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.07 % | 0.34 % |
Price | $187.00 | $31.55 |
Size | $775.586 million | $259.169 million |
10Y return | 174.35 % | 7.75 % |
Annual distribution yield (5Y) | 1.31 % | 6.77 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 14/05/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IJR | RDV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 85 | 26 |
Median incremental investment | $2,007.74 | $553.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $5,535.60 | $1,371.12 |
Average age group | > 35 | > 35 |
Pros and Cons
IJR | RDV | |
|---|---|---|
Pros |
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Cons |
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IJR | RDV |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |