Compare AU
Compare IVV 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 S&P US 500 (IVV) 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
IVV | RDV | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,553 | 26 |
Median incremental investment | $1,000.00 | $553.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,048.96 | $1,379.39 |
Average age group | 26 - 35 | > 35 |
Key Summary
IVV | RDV | |
|---|---|---|
Strategy | iShares S&P 500 ETF (ASX: IVV) seeks to track the performance of the US S&P 500 index before account fees, expenses, and taxes. The index tracks the top 500 companies on the US stock market. | 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 | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | Commonwealth Bank of Australia (7.68 %) BHP Group Ltd (6.75 %) Westpac Banking Corp (5.89 %) |
Top 3 industries | Other (99.97 %) Communication Services (0.00 %) | Financials (65.19 %) Materials (13.86 %) Communication Services (7.66 %) |
Top 3 countries | United States (99.92 %) | Australia (99.57 %) China (0.43 %) |
Management fee | 0.04 % | 0.34 % |
Key Summary
IVV | RDV | |
|---|---|---|
Issuer | iShares | Russell |
Tracking index | S&P 500 - AUD | Russell Australia High Dividend Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.04 % | 0.34 % |
Price | $63.52 | $31.71 |
Size | $10.019 billion | $256.531 million |
10Y return | 287.25 % | 10.64 % |
Annual distribution yield (5Y) | 13.82 % | 6.63 % |
Market | ASX | ASX |
First listed date | 10/10/2007 | 14/05/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVV | RDV | |
|---|---|---|
Popularity | High | Low |
Pearlers invested | 12,553 | 26 |
Median incremental investment | $1,000.00 | $553.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,048.96 | $1,379.39 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
IVV | RDV | |
|---|---|---|
Pros |
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Cons |
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IVV | 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 |