Compare AU

Compare RCB vs. IOZ

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

Russell Investments Australian Select Corporate Bond ETF

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 Russell Investments Australian Select Corporate Bond ETF (RCB) and the S&P Aussie 200 (IOZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

RCB

IOZ

Popularity

Low

Low

Pearlers invested

9

698

Median incremental investment

$800.00

$1,007.67

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,401.42

$2,345.70

Average age group

> 35

26 - 35


Key Summary

RCB

IOZ

Strategy

RCB.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide a total return before costs and tax, in line with DBIQ 0-4 year Investment Grade Australian Corporate Bond Index over the long term

The fund seeks to track the performance of the S&P/ASX 200 Accumulation Index before considering fees, expenses, and taxes. The index consists of the 200 largest Australian securities listed on the ASX.

Top 3 holdings

Westpac Banking Corp. 5% (14.34 %)

National Australia Bank Ltd. 4.95% (13.12 %)

Commonwealth Bank of Australia 4.9% (11.74 %)

COMMONWEALTH BANK OF AUSTRALIA (9.67 %)

BHP GROUP LTD (8.63 %)

CSL LTD (5.87 %)

Top 3 industries

Financials (32.62 %)

Materials (18.81 %)

Health Care (8.87 %)

Top 3 countries

Australia (94.85 %)

United States (3.08 %)

New Zealand (1.58 %)

Management fee

0.28 %

0.05 %


Key Summary

RCB

IOZ

Issuer

Russell

iShares

Tracking index

DBIQ 0-4 year Investment Grade Australian Corporate Bond Index - AUD

S&P ASX 200

Asset class

ETF

ETF

Management fee

0.28 %

0.05 %

Price

$20.19

$33.51

Size

$283.625 million

$6.311 billion

10Y return

-1.46 %

48.21 %

Annual distribution yield (5Y)

2.22 %

5.36 %

Market

ASX

ASX

First listed date

13/03/2012

09/12/2010

Purchase fee

$6.50

$6.50


Community Stats

RCB

IOZ

Popularity

Low

Low

Pearlers invested

9

698

Median incremental investment

$800.00

$1,007.67

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,401.42

$2,345.70

Average age group

> 35

26 - 35


Pros and Cons

RCB

IOZ

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

RCB

IOZ

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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