Compare AU
Compare RDV vs. GARP
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are RDV and GARP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
RDV | GARP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 19 |
Median incremental investment | $553.50 | $1,025.10 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,379.39 | $1,626.80 |
Average age group | > 35 | > 35 |
Key Summary
RDV | GARP | |
|---|---|---|
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. | GARP.AX was created on 2024-09-24 by Global X. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide investors with a return that (before fees and expenses) tracks the performance of the S&P World Ex-Australia GARP.AX Index. |
Top 3 holdings | Commonwealth Bank of Australia (7.68 %) BHP Group Ltd (6.75 %) Westpac Banking Corp (5.89 %) | Global X S&P World Ex Australia Garp ETF (100 %) |
Top 3 industries | Financials (64.11 %) Materials (14.57 %) Communication Services (7.99 %) | |
Top 3 countries | Australia (99.57 %) China (0.43 %) | |
Management fee | 0.34 % | 0 % |
Key Summary
RDV | GARP | |
|---|---|---|
Issuer | Russell | Global X |
Tracking index | Russell Australia High Dividend Index - AUD | S&P World Ex-Australia GARP Index - AUD - Benchmark TR Gross |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0 % |
Price | $31.71 | $11.62 |
Size | $256.108 million | $7.032 million |
10Y return | 10.64 % | N/A |
Annual distribution/ dividend yield (5Y) | 6.63 % | - % |
Market | ASX | ASX |
First listed date | 14/05/2010 | 25/09/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RDV | GARP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 19 |
Median incremental investment | $553.50 | $1,025.10 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,379.39 | $1,626.80 |
Average age group | > 35 | > 35 |
Pros and Cons
RDV | GARP | |
|---|---|---|
Pros |
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Cons |
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RDV | GARP |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |