Compare AU
Compare RDV vs. IXJ
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 Global 1200 Healthcare (IXJ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RDV | IXJ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 241 |
Median incremental investment | $555.25 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,389.83 | $1,695.72 |
Average age group | > 35 | 26 - 35 |
Key Summary
RDV | IXJ | |
|---|---|---|
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. | IXJ.AX was created on 2001-11-13 by iShares. The fund's investment portfolio concentrates primarily on health care 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 global biotechnology, healthcare, medical equipment and pharmaceuticals companies and may include large-, mid- or smallcapitalisation stocks |
Top 3 holdings | Commonwealth Bank of Australia (7.68 %) BHP Group Ltd (6.75 %) Westpac Banking Corp (5.89 %) | Eli Lilly and Company (8.25 %) UnitedHealth Group Incorporated (5.81 %) Johnson & Johnson (4.72 %) |
Top 3 industries | Financials (65.19 %) Materials (13.86 %) Communication Services (7.66 %) | Other (99.98 %) Communication Services (0.02 %) |
Top 3 countries | Australia (99.57 %) China (0.43 %) | United States (99.97 %) |
Management fee | 0.34 % | 0.46 % |
Key Summary
RDV | IXJ | |
|---|---|---|
Issuer | Russell | iShares |
Tracking index | Russell Australia High Dividend Index - AUD | S&P Global 1200 Healthcare Sector Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.46 % |
Price | $31.85 | $139.04 |
Size | $256.531 million | $1.380 billion |
10Y return | 9.68 % | 124.60 % |
Annual distribution yield (5Y) | 6.63 % | 1.26 % |
Market | ASX | ASX |
First listed date | 14/05/2010 | 11/03/2009 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RDV | IXJ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 241 |
Median incremental investment | $555.25 | $1,000.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,389.83 | $1,695.72 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
RDV | IXJ | |
|---|---|---|
Pros |
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Cons |
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RDV | IXJ |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |