Compare AU
Compare RDV vs. HGBL
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 Shares ETF - Currency Hedged (HGBL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RDV | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 59 |
Median incremental investment | $555.25 | $3,998.73 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,389.83 | $15,522.24 |
Average age group | > 35 | 26 - 35 |
Key Summary
RDV | HGBL | |
|---|---|---|
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. | HGBL.AX was created on 2023-05-16 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of each Fund is to provide an investment return, before fees and expenses, that aims to track the performance of the relevant Index. |
Top 3 holdings | Commonwealth Bank of Australia (7.68 %) BHP Group Ltd (6.75 %) Westpac Banking Corp (5.89 %) | Betashares Global Shares ETF (100.00 %) |
Top 3 industries | Financials (65.19 %) Materials (13.86 %) Communication Services (7.66 %) | Other (29.91 %) Information Technology (23.98 %) Health Care (8.49 %) |
Top 3 countries | Australia (99.57 %) China (0.43 %) | United States (71.69 %) Japan (6.93 %) United Kingdom of Great Britain and Northern Ireland (3.99 %) |
Management fee | 0.34 % | 0.11 % |
Key Summary
RDV | HGBL | |
|---|---|---|
Issuer | Russell | BetaShares |
Tracking index | Russell Australia High Dividend Index - AUD | Solactive GBS Developed Markets ex Australia Large & Mid Cap Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.11 % |
Price | $31.85 | $68.52 |
Size | $256.531 million | $1.064 billion |
10Y return | 11.13 % | N/A |
Annual distribution yield (5Y) | 6.63 % | 0.43 % |
Market | ASX | ASX |
First listed date | 14/05/2010 | 17/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RDV | HGBL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 59 |
Median incremental investment | $555.25 | $3,998.73 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,389.83 | $15,522.24 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
RDV | HGBL | |
|---|---|---|
Pros |
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Cons |
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RDV | HGBL |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |