Compare AU
Compare RDV vs. FUEL
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 BetaShares Global Energy Companies ETF - Currency Hedged (FUEL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RDV | FUEL | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 47 |
Median incremental investment | $553.50 | $1,120.04 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,379.39 | $1,587.20 |
Average age group | > 35 | > 35 |
Key Summary
RDV | FUEL | |
---|---|---|
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. | FUEL.AX was created on 2016-06-16 by BetaShares. The fund's investment portfolio concentrates primarily on energy equity. The fund aims to track the performance of an index (before fees and expenses) that comprises the largest global energy companies (ex-Australia), hedged into Australian dollars. |
Top 3 holdings | Commonwealth Bank of Australia (7.68 %) BHP Group Ltd (6.75 %) Westpac Banking Corp (5.89 %) | BRL - BRAZILIAN REAL (0 %) AUD - AUSTRALIA DOLLAR (0 %) CAD - CANADA DOLLAR (0 %) |
Top 3 industries | Financials (65.19 %) Materials (13.86 %) Communication Services (7.66 %) | Other (80.25 %) Communication Services (33.88 %) Energy (18.76 %) |
Top 3 countries | Australia (99.57 %) China (0.43 %) | United States (57.44 %) Canada (14.15 %) United Kingdom of Great Britain and Northern Ireland (11.60 %) |
Management fee | 0.34 % | 0.57 % |
Key Summary
RDV | FUEL | |
---|---|---|
Issuer | Russell | BetaShares |
Tracking index | Russell Australia High Dividend Index - AUD | Nasdaq Global ex-Australia Energy Hedged AUD Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.57 % |
Price | $31.71 | $6.40 |
Size | $256.531 million | $169.835 million |
10Y return | 10.64 % | N/A |
Annual distribution yield (5Y) | 6.63 % | 3.25 % |
Market | ASX | ASX |
First listed date | 14/05/2010 | 20/06/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RDV | FUEL | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 47 |
Median incremental investment | $553.50 | $1,120.04 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,379.39 | $1,587.20 |
Average age group | > 35 | > 35 |
Pros and Cons
RDV | FUEL | |
---|---|---|
Pros |
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Cons |
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RDV | FUEL |
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Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |