Compare AU
Compare RDV vs. MVB
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 Aussie Large-Cap Banks (MVB). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
RDV | MVB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 101 |
Median incremental investment | $553.50 | $710.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,379.39 | $1,823.60 |
Average age group | > 35 | > 35 |
Key Summary
RDV | MVB | |
|---|---|---|
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. | MVB.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on financials equity. MVB.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim to provide investment returns before fees and other costs which track the performance of the Index. |
Top 3 holdings | Commonwealth Bank of Australia (7.68 %) BHP Group Ltd (6.75 %) Westpac Banking Corp (5.89 %) | Commonwealth Bank of Australia (21.40 %) Westpac Banking Corp (19.94 %) National Australia Bank Ltd (19.54 %) |
Top 3 industries | Financials (65.19 %) Materials (13.86 %) Communication Services (7.66 %) | Financials (99.87 %) Other (0.13 %) |
Top 3 countries | Australia (99.57 %) China (0.43 %) | Australia (100.00 %) |
Management fee | 0.34 % | 0.28 % |
Key Summary
RDV | MVB | |
|---|---|---|
Issuer | Russell | VanEck |
Tracking index | Russell Australia High Dividend Index - AUD | MVIS Australia Banks Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.34 % | 0.28 % |
Price | $31.71 | $38.80 |
Size | $256.531 million | $232.561 million |
10Y return | 10.64 % | 53.42 % |
Annual distribution yield (5Y) | 6.63 % | 6.55 % |
Market | ASX | ASX |
First listed date | 14/05/2010 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RDV | MVB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 101 |
Median incremental investment | $553.50 | $710.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,379.39 | $1,823.60 |
Average age group | > 35 | > 35 |
Pros and Cons
RDV | MVB | |
|---|---|---|
Pros |
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Cons |
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RDV | MVB |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |