Compare AU

Compare RDV vs. OZXX

Compare shares and ETFs on the ASX that you can trade on Pearler.

Russell Aussie Dividends

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are RDV and OZXX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

RDV

OZXX

Popularity

Low

Low

Pearlers invested

26

3

Median incremental investment

$555.25

$504.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,396.79

$1,133.00

Average age group

> 35

> 35


Key Summary

RDV

OZXX

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.

N/A

Top 3 holdings

Commonwealth Bank of Australia (7.69 %)

BHP Group Ltd (6.52 %)

Westpac Banking Corp (6.07 %)

Global X Australia Ex Financials & Resources ETF (100 %)

Top 3 industries

Financials (65.19 %)

Materials (13.86 %)

Communication Services (7.66 %)

Top 3 countries

Australia (99.57 %)

China (0.43 %)

Management fee

0.34 %

0 %


Key Summary

RDV

OZXX

Issuer

Russell

Tracking index

Russell Australia High Dividend Index - AUD

Asset class

ETF

Stock

Management fee

0.34 %

0 %

Price

$31.95

$10.96

Size

$256.531 million

N/A

10Y return

10.10 %

N/A

Annual distribution/β€Šdividend yield (5Y)

6.63 %

1.26 %

Market

ASX

ASX

First listed date

14/05/2010

12/04/2023

Purchase fee

$6.50

$6.50


Community Stats

RDV

OZXX

Popularity

Low

Low

Pearlers invested

26

3

Median incremental investment

$555.25

$504.50

Median investment frequency

Monthly

Monthly

Median total investment

$1,396.79

$1,133.00

Average age group

> 35

> 35


Pros and Cons

RDV

OZXX

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

RDV

OZXX

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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