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Compare AU
Compare RDV vs. IWLD
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 MSCI All World Shares (IWLD). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RDV | IWLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 29 | 282 |
Median incremental investment | $621.96 | $1,565.88 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,276.80 | $4,148.00 |
Average age group | > 35 | > 35 |
Key Summary
RDV | IWLD | |
|---|---|---|
Strategy | RDV.AX was created on 2010-05-11 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 332.78m in AUM and 51 holdings. 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. | The IWLD ETF seeks to track the performance of the MSCI World ex-Australia Custom ESG Leaders Index before considering any fees, expenses, and taxes. |
Top 3 holdings | Commonwealth Bank of Australia (7.56 %) BHP Group Ltd (6.19 %) Westpac Banking Corp (4.92 %) | NVIDIA CORP (11.13 %) MICROSOFT CORP (6.61 %) ALPHABET INC CLASS A (5.14 %) |
Top 3 industries | Financials (63.71 %) Materials (12.17 %) Communication Services (8.28 %) | Information Technology (31.91 %) Financials (15.96 %) Industrials (10.92 %) |
Top 3 countries | Australia (100.00 %) | United States (73.71 %) Japan (6.26 %) Canada (3.34 %) |
Management fee | 0.34 % | 0.09 % |
Key Summary
RDV | IWLD | |
|---|---|---|
Issuer | Russell | iShares |
Tracking index | Russell Australia High Dividend Index - AUD | MSCI World Ex Australia Custom ESG Leaders Index - AUD - Benchmark TR Net |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.09 % |
Price | $33.60 | $68.00 |
Size | $333.392 million | $1.660 billion |
10Y return | 19.45 % | 160.34 % |
Annual distribution yield (5Y) | 4.86 % | 4.18 % |
Market | ASX | ASX |
First listed date | 14/05/2010 | 28/04/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RDV | IWLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 29 | 282 |
Median incremental investment | $621.96 | $1,565.88 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,276.80 | $4,148.00 |
Average age group | > 35 | > 35 |
Pros and Cons
RDV | IWLD | |
|---|---|---|
Pros |
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Cons |
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RDV | IWLD |
|---|---|
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 |