Compare AU
Compare RDV vs. BEAR
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 Russell Aussie Dividends (RDV) and the S&P Aussie Bear 200 (geared) (BEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RDV | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 3 |
Median incremental investment | $555.25 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,385.48 | $2,258.48 |
Average age group | > 35 | 26 - 35 |
Key Summary
RDV | BEAR | |
|---|---|---|
Strategy | 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. | BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises). |
Top 3 holdings | Commonwealth Bank of Australia (7.68 %) BHP Group Ltd (6.75 %) Westpac Banking Corp (5.89 %) | SPI 200 FUTURES SEP24 (0 %) AUD - AUSTRALIA DOLLAR (47.09 %) BETASHARES AUS HIGH INTEREST ETF (29.63 %) |
Top 3 industries | Financials (65.19 %) Materials (13.86 %) Communication Services (7.66 %) | Other (79.79 %) Communication Services (20.21 %) |
Top 3 countries | Australia (99.57 %) China (0.43 %) | |
Management fee | 0.34 % | 1.38 % |
Key Summary
RDV | BEAR | |
|---|---|---|
Issuer | Russell | BetaShares |
Tracking index | Russell Australia High Dividend Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.34 % | 1.38 % |
Price | $31.85 | $7.63 |
Size | $256.531 million | $42.599 million |
10Y return | 11.13 % | -59.11 % |
Annual distribution yield (5Y) | 6.63 % | 0.28 % |
Market | ASX | ASX |
First listed date | 14/05/2010 | 09/07/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RDV | BEAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 3 |
Median incremental investment | $555.25 | $1,175.25 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,385.48 | $2,258.48 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
RDV | BEAR | |
|---|---|---|
Pros |
| |
Cons |
|
RDV | BEAR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |