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Compare MOAT vs. RDV

Compare shares and ETFs on the ASX that you can trade on Pearler.

Morningstar US 'Wide Moat'

ASX

Buy

Buy

Overview
Performance

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 US 'Wide Moat' (MOAT) 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

MOAT

RDV

Popularity

Low

Low

Pearlers invested

523

26

Median incremental investment

$1,000.00

$555.25

Median investment frequency

Monthly

Monthly

Median total investment

$4,447.74

$1,396.79

Average age group

> 35

> 35


Key Summary

MOAT

RDV

Strategy

The key objective of the MOAT fund is to track the performance of the Morningstar Wide Moat Focus NR AUD Index before considering any fees, expenses, and taxes.

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

Salesforce Inc (3.07 %)

Bristol-Myers Squibb Co (3.01 %)

Gilead Sciences Inc (2.97 %)

Commonwealth Bank of Australia (7.69 %)

BHP Group Ltd (6.52 %)

Westpac Banking Corp (6.07 %)

Top 3 industries

Other (23.89 %)

Health Care (21.03 %)

Information Technology (20.60 %)

Financials (65.19 %)

Materials (13.86 %)

Communication Services (7.66 %)

Top 3 countries

United States (98.74 %)

Netherlands (1.26 %)

Australia (99.57 %)

China (0.43 %)

Management fee

0.49 %

0.34 %


Key Summary

MOAT

RDV

Issuer

VanEck

Russell

Tracking index

Morningstar Wide Moat Focus Index - AUD

Russell Australia High Dividend Index - AUD

Asset class

ETF

ETF

Management fee

0.49 %

0.34 %

Price

$134.53

$31.95

Size

$1.007 billion

$256.531 million

10Y return

N/A

10.10 %

Annual distribution yield (5Y)

3.81 %

6.63 %

Market

ASX

ASX

First listed date

26/06/2015

14/05/2010

Purchase fee

$6.50

$6.50


Community Stats

MOAT

RDV

Popularity

Low

Low

Pearlers invested

523

26

Median incremental investment

$1,000.00

$555.25

Median investment frequency

Monthly

Monthly

Median total investment

$4,447.74

$1,396.79

Average age group

> 35

> 35


Pros and Cons

MOAT

RDV

Pros

  • Higher exposure to US market

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower exposure to US market

  • Lower price growth

MOAT

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

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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