Compare AU
Compare RDV vs. IJR
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 US 600 Small-Caps (IJR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RDV | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 80 |
Median incremental investment | $553.50 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,379.39 | $6,606.54 |
Average age group | > 35 | > 35 |
Key Summary
RDV | IJR | |
|---|---|---|
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. | IJR.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. 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 small capitalisation US equities. |
Top 3 holdings | Commonwealth Bank of Australia (7.68 %) BHP Group Ltd (6.75 %) Westpac Banking Corp (5.89 %) | Fabrinet (0.70 %) Applied Industrial Technologies Inc (0.63 %) Ensign Group Inc (0.61 %) |
Top 3 industries | Financials (64.11 %) Materials (14.57 %) Communication Services (7.99 %) | Other (99.85 %) Communication Services (0.15 %) |
Top 3 countries | Australia (99.57 %) China (0.43 %) | United States (98.93 %) |
Management fee | 0.34 % | 0.07 % |
Key Summary
RDV | IJR | |
|---|---|---|
Issuer | Russell | iShares |
Tracking index | Russell Australia High Dividend Index - AUD | S&P Small Cap 600 |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.07 % |
Price | $31.71 | $194.31 |
Size | $256.108 million | $803.111 million |
10Y return | 10.64 % | 192.09 % |
Annual distribution yield (5Y) | 6.63 % | 1.24 % |
Market | ASX | ASX |
First listed date | 14/05/2010 | 10/10/2007 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RDV | IJR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 80 |
Median incremental investment | $553.50 | $2,018.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,379.39 | $6,606.54 |
Average age group | > 35 | > 35 |
Pros and Cons
RDV | IJR | |
|---|---|---|
Pros |
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Cons |
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RDV | IJR |
|---|---|
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 |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |