Compare AU
Compare MOAT 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 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 | $4,439.49 | $1,389.83 |
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 (3.26 %) Bristol-Myers Squibb Co (2.95 %) Autodesk Inc (2.90 %) | Commonwealth Bank of Australia (7.68 %) BHP Group Ltd (6.75 %) Westpac Banking Corp (5.89 %) |
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 | $133.13 | $31.85 |
Size | $1.007 billion | $256.531 million |
10Y return | N/A | 9.68 % |
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 | $4,439.49 | $1,389.83 |
Average age group | > 35 | > 35 |
Pros and Cons
MOAT | RDV | |
|---|---|---|
Pros |
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Cons |
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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 |