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Compare IUSG 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 U.S. Treasury Bond (Aud Hedged) ETF (IUSG) 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
IUSG | RDV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 26 |
Median incremental investment | $25,000.00 | $573.75 |
Median investment frequency | Weekly | Monthly |
Median total investment | $74,724.43 | $1,554.30 |
Average age group | > 35 | > 35 |
Key Summary
IUSG | RDV | |
|---|---|---|
Strategy | IUSG.AX was created on 2023-09-19 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of the ICE U.S. Treasury Core Bond AUD Hedged Index | 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 | iShares $ Treasury Bond ETF AUD H Dist (99.97 %) | Commonwealth Bank of Australia (7.35 %) Westpac Banking Corp (5.28 %) ANZ Group Holdings Ltd (5.06 %) |
Top 3 industries | Financials (63.71 %) Materials (12.17 %) Communication Services (8.28 %) | |
Top 3 countries | Australia (99.57 %) China (0.43 %) | |
Management fee | 0.26 % | 0.34 % |
Key Summary
IUSG | RDV | |
|---|---|---|
Issuer | iShares | Russell |
Tracking index | ICE U.S. Treasury Core Bond Index - AUD - Benchmark TR Net Hedged | Russell Australia High Dividend Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.26 % | 0.34 % |
Price | $101.22 | $34.48 |
Size | $13.699 million | $310.079 million |
10Y return | N/A | 24.07 % |
Annual distribution yield (5Y) | 3.07 % | 4.74 % |
Market | ASX | ASX |
First listed date | 21/09/2023 | 14/05/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IUSG | RDV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 26 |
Median incremental investment | $25,000.00 | $573.75 |
Median investment frequency | Weekly | Monthly |
Median total investment | $74,724.43 | $1,554.30 |
Average age group | > 35 | > 35 |
Pros and Cons
IUSG | RDV | |
|---|---|---|
Pros |
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Cons |
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IUSG | RDV |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |