Compare AU
Compare RDV vs. IGB
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 Bloomberg AusBond Treasury (IGB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RDV | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 3 |
Median incremental investment | $555.25 | $821.37 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,389.83 | $2,267.57 |
Average age group | > 35 | 26 - 35 |
Key Summary
RDV | IGB | |
|---|---|---|
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. | IGB.AX was created on 2012-03-12 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of the Australian bond market and is comprised of fixed income securities issued by the Australian Treasury. |
Top 3 holdings | Commonwealth Bank of Australia (7.74 %) BHP Group Ltd (6.54 %) Westpac Banking Corp (5.99 %) | AUSTRALIA (COMMONWEALTH OF) RegS (5.50 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.37 %) AUSTRALIA (COMMONWEALTH OF) RegS (5.32 %) |
Top 3 industries | Financials (65.19 %) Materials (13.86 %) Communication Services (7.66 %) | Other (99.83 %) Communication Services (0.17 %) |
Top 3 countries | Australia (99.57 %) China (0.43 %) | |
Management fee | 0.34 % | 0.26 % |
Key Summary
RDV | IGB | |
|---|---|---|
Issuer | Russell | iShares |
Tracking index | Russell Australia High Dividend Index - AUD | Bloomberg AusBond Treasury (0+Y) |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.26 % |
Price | $31.95 | $98.59 |
Size | $256.531 million | $366.621 million |
10Y return | 10.02 % | -6.72 % |
Annual distribution yield (5Y) | 6.63 % | 1.75 % |
Market | ASX | ASX |
First listed date | 14/05/2010 | 14/03/2012 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RDV | IGB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 3 |
Median incremental investment | $555.25 | $821.37 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,389.83 | $2,267.57 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
RDV | IGB | |
|---|---|---|
Pros |
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Cons |
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RDV | IGB |
|---|---|
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 |